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 | $188,212 | $175,202+7.4% | $149,673+25.7% | $139,434+35.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.37% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,939 | $5,474-64.6% | $4,818-59.8% | $4,751-59.2% |
| Participant deferral / active EE | $6,500 | $6,519-0.3% | $5,680+14.4% | $6,710-3.1% |
| Admin fee / account holder | $10,721 | $16,150-33.6% | $13,210-18.8% | $11,403-6.0% |