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 | $175,709 | $201,272-12.7% | $184,203-4.6% | $145,922+20.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.32% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $8,883 | $7,022+26.5% | $6,427+38.2% | $4,660+90.6% |
| Participant deferral / active EE | $25,323 | $9,806+158.2% | $9,131+177.3% | $6,688+278.7% |
| Admin fee / account holder | $383 | $16,364-97.7% | $13,901-97.2% | $13,397-97.1% |