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 | $218,799 | $232,540-5.9% | $185,117+18.2% | $147,584+48.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.86% | 43.03%-26.2pp | 40.50%-23.6pp | 578.55%-561.7pp |
| Employer contribution / active EE | $15,669 | $5,195+201.6% | $4,182+274.7% | $4,876+221.3% |
| Participant deferral / active EE | $14,021 | $5,834+140.4% | $5,045+177.9% | $5,439+157.8% |
| Admin fee / account holder | $2,138 | $10,275-79.2% | $8,159-73.8% | $10,885-80.4% |