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 | $199,040 | $183,519+8.5% | $155,509+28.0% | $145,922+36.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.50% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $11,235 | $5,313+111.5% | $4,672+140.5% | $4,660+141.1% |
| Participant deferral / active EE | $13,524 | $6,462+109.3% | $5,626+140.4% | $6,688+102.2% |
| Admin fee / account holder | $2,318 | $19,313-88.0% | $15,912-85.4% | $13,397-82.7% |