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 | $159,078 | $159,602-0.3% | $150,045+6.0% | $142,382+11.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.95% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,500 | $4,961+10.9% | $4,693+17.2% | $4,299+27.9% |
| Participant deferral / active EE | $13,112 | $8,310+57.8% | $7,997+64.0% | $6,507+101.5% |
| Admin fee / account holder | $113,270 | $14,846+662.9% | $13,435+743.1% | $12,624+797.3% |