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 | $188,075 | $197,591-4.8% | $177,821+5.8% | $158,922+18.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.98% | 58.76%-39.8pp | 48.32%-29.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $13,760 | $6,697+105.4% | $5,918+132.5% | $4,761+189.0% |
| Participant deferral / active EE | $11,542 | $8,405+37.3% | $7,714+49.6% | $5,982+92.9% |
| Admin fee / account holder | $729 | $15,399-95.3% | $12,427-94.1% | $11,246-93.5% |