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 | $220,061 | $209,411+5.1% | $178,490+23.3% | $158,922+38.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.82% | 188.75%-165.9pp | 151.07%-128.3pp | 302.83%-280.0pp |
| Employer contribution / active EE | $6,752 | $5,706+18.3% | $5,011+34.7% | $4,761+41.8% |
| Participant deferral / active EE | $6,811 | $5,954+14.4% | $5,202+30.9% | $5,982+13.9% |
| Admin fee / account holder | $367 | $17,074-97.8% | $13,984-97.4% | $11,246-96.7% |