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 | $182,217 | $183,592-0.7% | $155,567+17.1% | $145,959+24.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.89% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.1pp |
| Employer contribution / active EE | $24,525 | $5,315+361.5% | $4,674+424.7% | $4,661+426.2% |
| Participant deferral / active EE | $13,518 | $6,464+109.1% | $5,628+140.2% | $6,689+102.1% |
| Admin fee / account holder | $80,851 | $19,318+318.5% | $15,916+408.0% | $13,398+503.5% |