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 | $187,780 | $175,202+7.2% | $149,673+25.5% | $139,434+34.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.02% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,562 | $5,474-16.7% | $4,818-5.3% | $4,751-4.0% |
| Participant deferral / active EE | $11,321 | $6,519+73.7% | $5,680+99.3% | $6,710+68.7% |
| Admin fee / account holder | $12,163 | $16,150-24.7% | $13,210-7.9% | $11,403+6.7% |