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 | $180,489 | $183,519-1.7% | $155,509+16.1% | $145,922+23.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,381 | $5,313+1.3% | $4,672+15.2% | $4,660+15.5% |
| Participant deferral / active EE | $7,081 | $6,462+9.6% | $5,626+25.9% | $6,688+5.9% |
| Admin fee / account holder | $57,140 | $19,313+195.9% | $15,912+259.1% | $13,397+326.5% |