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 | $183,605 | $232,540-21.0% | $185,117-0.8% | $147,584+24.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 23.21% | 43.03%-19.8pp | 40.50%-17.3pp | 578.55%-555.3pp |
| Employer contribution / active EE | $5,836 | $5,195+12.3% | $4,182+39.6% | $4,876+19.7% |
| Participant deferral / active EE | $15,499 | $5,834+165.7% | $5,045+207.2% | $5,439+185.0% |
| Admin fee / account holder | $1,113 | $10,275-89.2% | $8,159-86.4% | $10,885-89.8% |