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 | $177,352 | $183,963-3.6% | $162,163+9.4% | $152,861+16.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.54% | 150.76%-135.2pp | 115.59%-100.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $5,790 | $6,371-9.1% | $5,614+3.1% | $4,762+21.6% |
| Participant deferral / active EE | $14,002 | $8,034+74.3% | $7,298+91.9% | $5,850+139.3% |
| Admin fee / account holder | $16,833 | $13,121+28.3% | $10,843+55.2% | $11,596+45.2% |