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 | $179,479 | $198,466-9.6% | $170,442+5.3% | $147,584+21.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.76% | 257.29%-244.5pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $9,255 | $6,184+49.7% | $5,433+70.4% | $4,876+89.8% |
| Participant deferral / active EE | $5,140 | $5,629-8.7% | $4,939+4.1% | $5,439-5.5% |
| Admin fee / account holder | $424 | $16,852-97.5% | $13,880-96.9% | $10,885-96.1% |