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 | $178,925 | $183,519-2.5% | $155,509+15.1% | $145,922+22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,010 | $5,313-62.2% | $4,672-57.0% | $4,660-56.9% |
| Participant deferral / active EE | $18,220 | $6,462+181.9% | $5,626+223.8% | $6,688+172.4% |
| Admin fee / account holder | $33,350 | $19,313+72.7% | $15,912+109.6% | $13,397+148.9% |