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 | $231,555 | $197,591+17.2% | $177,821+30.2% | $158,922+45.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.35% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $9,096 | $6,697+35.8% | $5,918+53.7% | $4,761+91.0% |
| Participant deferral / active EE | $14,813 | $8,405+76.2% | $7,714+92.0% | $5,982+147.6% |
| Admin fee / account holder | $470 | $15,399-96.9% | $12,427-96.2% | $11,246-95.8% |