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 | $196,872 | $209,336-6.0% | $197,124-0.1% | $137,256+43.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.82% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $7,800 | $6,591+18.3% | $6,227+25.3% | $4,156+87.7% |
| Participant deferral / active EE | $4,876 | $9,614-49.3% | $9,135-46.6% | $6,407-23.9% |
| Admin fee / account holder | $717 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |