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 | $226,555 | $183,519+23.5% | $155,509+45.7% | $145,922+55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,394 | $5,313-17.3% | $4,672-6.0% | $4,660-5.7% |
| Participant deferral / active EE | $14,286 | $6,462+121.1% | $5,626+153.9% | $6,688+113.6% |
| Admin fee / account holder | $4,603 | $19,313-76.2% | $15,912-71.1% | $13,397-65.6% |