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 | $194,076 | $209,411-7.3% | $178,490+8.7% | $158,922+22.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.97% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $6,539 | $5,706+14.6% | $5,011+30.5% | $4,761+37.3% |
| Participant deferral / active EE | $4,458 | $5,954-25.1% | $5,202-14.3% | $5,982-25.5% |
| Admin fee / account holder | $41,007 | $17,074+140.2% | $13,984+193.2% | $11,246+264.6% |