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 | $178,168 | $168,632+5.7% | $147,614+20.7% | $125,391+42.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.07% | 77.65%-75.6pp | 61.98%-59.9pp | 282.22%-280.2pp |
| Employer contribution / active EE | $4,694 | $6,252-24.9% | $5,564-15.6% | $4,866-3.5% |
| Participant deferral / active EE | $6,200 | $5,507+12.6% | $4,895+26.6% | $5,352+15.8% |
| Admin fee / account holder | $830 | $13,580-93.9% | $11,611-92.9% | $9,540-91.3% |