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 | $190,200 | $197,591-3.7% | $177,821+7.0% | $158,922+19.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.54% | 58.76%-51.2pp | 48.32%-40.8pp | 302.83%-295.3pp |
| Employer contribution / active EE | $18,691 | $6,697+179.1% | $5,918+215.8% | $4,761+292.6% |
| Participant deferral / active EE | $12,906 | $8,405+53.6% | $7,714+67.3% | $5,982+115.7% |
| Admin fee / account holder | $174,022 | $15,399+1030.1% | $12,427+1300.3% | $11,246+1447.5% |