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 | $215,637 | $227,553-5.2% | $189,557+13.8% | $167,490+28.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 8.05% | 78.40%-70.4pp | 64.17%-56.1pp | 478.56%-470.5pp |
| Employer contribution / active EE | $14,025 | $5,316+163.8% | $4,412+217.8% | $4,837+189.9% |
| Participant deferral / active EE | $17,875 | $7,002+155.3% | $6,174+189.5% | $6,341+181.9% |
| Admin fee / account holder | $6,842 | $11,878-42.4% | $9,807-30.2% | $12,309-44.4% |