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 | $173,829 | $176,056-1.3% | $159,436+9.0% | $167,490+3.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.12% | 331.75%-315.6pp | 263.57%-247.4pp | 478.56%-462.4pp |
| Employer contribution / active EE | $15,579 | $5,297+194.1% | $4,829+222.6% | $4,837+222.0% |
| Participant deferral / active EE | $17,055 | $7,750+120.1% | $7,352+132.0% | $6,341+169.0% |
| Admin fee / account holder | $1,544 | $12,554-87.7% | $10,799-85.7% | $12,309-87.5% |