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 | $183,911 | $175,202+5.0% | $149,673+22.9% | $139,434+31.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.86% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,242 | $5,474-59.1% | $4,818-53.5% | $4,751-52.8% |
| Participant deferral / active EE | $10,000 | $6,519+53.4% | $5,680+76.1% | $6,710+49.0% |
| Admin fee / account holder | $2,543 | $16,150-84.3% | $13,210-80.7% | $11,403-77.7% |