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 | $182,861 | $154,228+18.6% | $145,433+25.7% | $137,256+33.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.61% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,686 | $4,804+18.4% | $4,554+24.8% | $4,156+36.8% |
| Participant deferral / active EE | $16,917 | $8,216+105.9% | $7,897+114.2% | $6,407+164.0% |
| Admin fee / account holder | $60,210 | $14,344+319.8% | $13,129+358.6% | $12,270+390.7% |