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 | $172,924 | $183,963-6.0% | $162,163+6.6% | $152,861+13.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 45.27% | 150.76%-105.5pp | 115.59%-70.3pp | 345.32%-300.1pp |
| Employer contribution / active EE | $9,929 | $6,371+55.9% | $5,614+76.9% | $4,762+108.5% |
| Participant deferral / active EE | $11,027 | $8,034+37.3% | $7,298+51.1% | $5,850+88.5% |
| Admin fee / account holder | $6,910 | $13,121-47.3% | $10,843-36.3% | $11,596-40.4% |