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 | $192,286 | $197,591-2.7% | $177,821+8.1% | $158,922+21.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.97% | 58.76%-28.8pp | 48.32%-18.4pp | 302.83%-272.9pp |
| Employer contribution / active EE | $11,255 | $6,697+68.0% | $5,918+90.2% | $4,761+136.4% |
| Participant deferral / active EE | $10,151 | $8,405+20.8% | $7,714+31.6% | $5,982+69.7% |
| Admin fee / account holder | $7,580 | $15,399-50.8% | $12,427-39.0% | $11,246-32.6% |