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 | $175,136 | $165,335+5.9% | $149,696+17.0% | $158,922+10.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.88% | 348.15%-332.3pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $8,573 | $5,103+68.0% | $4,644+84.6% | $4,761+80.1% |
| Participant deferral / active EE | $10,447 | $7,181+45.5% | $6,842+52.7% | $5,982+74.6% |
| Admin fee / account holder | $766 | $10,807-92.9% | $9,309-91.8% | $11,246-93.2% |