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 | $219,518 | $210,698+4.2% | $178,014+23.3% | $145,959+50.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.12% | 386.27%-371.2pp | 294.80%-279.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $3,167 | $4,567-30.7% | $3,950-19.8% | $4,661-32.1% |
| Participant deferral / active EE | $17,680 | $6,958+154.1% | $6,276+181.7% | $6,689+164.3% |
| Admin fee / account holder | $5,215 | $12,016-56.6% | $10,362-49.7% | $13,398-61.1% |