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 | $179,999 | $165,335+8.9% | $149,696+20.2% | $158,922+13.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.97% | 348.15%-330.2pp | 276.60%-258.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,014 | $5,103-40.9% | $4,644-35.1% | $4,761-36.7% |
| Participant deferral / active EE | $10,881 | $7,181+51.5% | $6,842+59.0% | $5,982+81.9% |
| Admin fee / account holder | $365 | $10,807-96.6% | $9,309-96.1% | $11,246-96.8% |