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 | $180,173 | $177,572+1.5% | $154,803+16.4% | $142,382+26.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.70% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $17,179 | $4,810+257.1% | $4,305+299.0% | $4,299+299.6% |
| Participant deferral / active EE | $14,264 | $6,272+127.4% | $5,540+157.4% | $6,507+119.2% |
| Admin fee / account holder | $43,300 | $16,786+158.0% | $14,329+202.2% | $12,624+243.0% |