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 | $154,858 | $165,335-6.3% | $149,696+3.4% | $158,922-2.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.87% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $16,506 | $5,103+223.5% | $4,644+255.4% | $4,761+246.7% |
| Participant deferral / active EE | $12,353 | $7,181+72.0% | $6,842+80.6% | $5,982+106.5% |
| Admin fee / account holder | $19,011 | $10,807+75.9% | $9,309+104.2% | $11,246+69.0% |