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 | $192,679 | $154,228+24.9% | $145,433+32.5% | $137,256+40.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.83% | 74.59%-53.8pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $10,935 | $4,804+127.6% | $4,554+140.1% | $4,156+163.1% |
| Participant deferral / active EE | $16,810 | $8,216+104.6% | $7,897+112.9% | $6,407+162.4% |
| Admin fee / account holder | $589 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |