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 | $177,052 | $177,572-0.3% | $154,803+14.4% | $142,382+24.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.72% | 65.07%-51.3pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $7,590 | $4,810+57.8% | $4,305+76.3% | $4,299+76.6% |
| Participant deferral / active EE | $12,496 | $6,272+99.2% | $5,540+125.5% | $6,507+92.0% |
| Admin fee / account holder | $214,027 | $16,786+1175.1% | $14,329+1393.7% | $12,624+1595.4% |