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 | $157,535 | $159,901-1.5% | $146,958+7.2% | $145,922+8.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.85% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $12,861 | $5,286+143.3% | $4,933+160.7% | $4,660+176.0% |
| Participant deferral / active EE | $7,822 | $8,428-7.2% | $8,070-3.1% | $6,688+17.0% |
| Admin fee / account holder | $11,540 | $15,044-23.3% | $12,998-11.2% | $13,397-13.9% |