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 | $196,196 | $180,449+8.7% | $154,107+27.3% | $135,375+44.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.85% | 888.09%-886.2pp | 735.12%-733.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $10,037 | $6,035+66.3% | $5,298+89.5% | $4,779+110.0% |
| Participant deferral / active EE | $6,690 | $5,806+15.2% | $5,081+31.7% | $5,609+19.3% |
| Admin fee / account holder | $1,015 | $16,143-93.7% | $13,411-92.4% | $10,827-90.6% |