See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,633 | $144,119+48.2% | $117,854+81.3% | $147,584+44.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.33% | 531.15%-507.8pp | 335.08%-311.7pp | 578.55%-555.2pp |
| Employer contribution / active EE | $4,052 | $4,896-17.2% | $3,786+7.0% | $4,876-16.9% |
| Participant deferral / active EE | $7,470 | $5,316+40.5% | $4,482+66.7% | $5,439+37.3% |
| Admin fee / account holder | $5,682 | $10,886-47.8% | $8,020-29.2% | $10,885-47.8% |