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 | $192,069 | $198,466-3.2% | $170,442+12.7% | $147,584+30.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.36% | 257.29%-236.9pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $6,975 | $6,184+12.8% | $5,433+28.4% | $4,876+43.0% |
| Participant deferral / active EE | $2,500 | $5,629-55.6% | $4,939-49.4% | $5,439-54.0% |
| Admin fee / account holder | $1,494 | $16,852-91.1% | $13,880-89.2% | $10,885-86.3% |