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 | $168,070 | $165,335+1.7% | $149,696+12.3% | $158,922+5.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.74% | 348.15%-325.4pp | 276.60%-253.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $15,069 | $5,103+195.3% | $4,644+224.5% | $4,761+216.5% |
| Participant deferral / active EE | $11,533 | $7,181+60.6% | $6,842+68.6% | $5,982+92.8% |
| Admin fee / account holder | $7,595 | $10,807-29.7% | $9,309-18.4% | $11,246-32.5% |