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 | $189,564 | $176,812+7.2% | $146,665+29.2% | $167,490+13.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 28.18% | 24.03%+4.1pp | 22.74%+5.4pp | 478.56%-450.4pp |
| Employer contribution / active EE | $3,750 | $5,160-27.3% | $4,136-9.3% | $4,837-22.5% |
| Participant deferral / active EE | $4,942 | $6,440-23.3% | $5,506-10.2% | $6,341-22.1% |
| Admin fee / account holder | $2,236 | $13,259-83.1% | $10,280-78.2% | $12,309-81.8% |