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 | $176,033 | $165,335+6.5% | $149,696+17.6% | $158,922+10.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.57% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,439 | $5,103-52.2% | $4,644-47.5% | $4,761-48.8% |
| Participant deferral / active EE | $9,139 | $7,181+27.3% | $6,842+33.6% | $5,982+52.8% |
| Admin fee / account holder | $12,166 | $10,807+12.6% | $9,309+30.7% | $11,246+8.2% |