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 | $197,212 | $165,335+19.3% | $149,696+31.7% | $158,922+24.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.56% | 348.15%-326.6pp | 276.60%-255.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,385 | $5,103-53.3% | $4,644-48.6% | $4,761-49.9% |
| Participant deferral / active EE | $15,167 | $7,181+111.2% | $6,842+121.7% | $5,982+153.5% |
| Admin fee / account holder | $1,386 | $10,807-87.2% | $9,309-85.1% | $11,246-87.7% |