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 | $194,024 | $176,812+9.7% | $146,665+32.3% | $167,490+15.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.06% | 24.03%-6.0pp | 22.74%-4.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $12,457 | $5,160+141.4% | $4,136+201.2% | $4,837+157.5% |
| Participant deferral / active EE | $13,908 | $6,440+116.0% | $5,506+152.6% | $6,341+119.3% |
| Admin fee / account holder | $337 | $13,259-97.5% | $10,280-96.7% | $12,309-97.3% |