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 | $169,064 | $172,111-1.8% | $150,298+12.5% | $137,256+23.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.90% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $18,322 | $4,636+295.2% | $4,154+341.1% | $4,156+340.9% |
| Participant deferral / active EE | $28,024 | $6,166+354.5% | $5,453+414.0% | $6,407+337.4% |
| Admin fee / account holder | $1,069 | $16,471-93.5% | $14,116-92.4% | $12,270-91.3% |