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 | $196,805 | $198,466-0.8% | $170,442+15.5% | $147,584+33.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.28% | 257.29%-238.0pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $9,975 | $6,184+61.3% | $5,433+83.6% | $4,876+104.6% |
| Participant deferral / active EE | $7,955 | $5,629+41.3% | $4,939+61.1% | $5,439+46.3% |
| Admin fee / account holder | $9,582 | $16,852-43.1% | $13,880-31.0% | $10,885-12.0% |