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 | $177,995 | $202,432-12.1% | $169,368+5.1% | $139,434+27.7% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 16.81% | 531.74%-514.9pp | 405.60%-388.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $7,466 | $4,692+59.1% | $4,013+86.1% | $4,751+57.1% |
| Participant deferral / active EE | $15,263 | $6,938+120.0% | $6,221+145.3% | $6,710+127.5% |
| Admin fee / account holder | $2,218 | $10,708-79.3% | $9,003-75.4% | $11,403-80.5% |