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 | $186,664 | $202,432-7.8% | $169,368+10.2% | $139,434+33.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.43% | 531.74%-514.3pp | 405.60%-388.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,657 | $4,692-22.1% | $4,013-8.9% | $4,751-23.0% |
| Participant deferral / active EE | $8,465 | $6,938+22.0% | $6,221+36.1% | $6,710+26.1% |
| Admin fee / account holder | $13,542 | $10,708+26.5% | $9,003+50.4% | $11,403+18.8% |