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 | $158,101 | $165,335-4.4% | $149,696+5.6% | $158,922-0.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.03% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $9,008 | $5,103+76.5% | $4,644+94.0% | $4,761+89.2% |
| Participant deferral / active EE | $7,343 | $7,181+2.3% | $6,842+7.3% | $5,982+22.8% |
| Admin fee / account holder | $24,275 | $10,807+124.6% | $9,309+160.8% | $11,246+115.9% |