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 | $176,796 | $201,272-12.2% | $184,203-4.0% | $145,922+21.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.41% | 29.00%-15.6pp | 28.81%-15.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $21,058 | $7,022+199.9% | $6,427+227.6% | $4,660+351.9% |
| Participant deferral / active EE | $14,444 | $9,806+47.3% | $9,131+58.2% | $6,688+116.0% |
| Admin fee / account holder | $295,515 | $16,364+1705.9% | $13,901+2025.9% | $13,397+2105.8% |