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 | $187,082 | $144,119+29.8% | $117,854+58.7% | $147,584+26.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.92% | 531.15%-514.2pp | 335.08%-318.2pp | 578.55%-561.6pp |
| Employer contribution / active EE | $6,501 | $4,896+32.8% | $3,786+71.7% | $4,876+33.3% |
| Participant deferral / active EE | $3,088 | $5,316-41.9% | $4,482-31.1% | $5,439-43.2% |
| Admin fee / account holder | $7,655 | $10,886-29.7% | $8,020-4.6% | $10,885-29.7% |