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 | $174,767 | $198,466-11.9% | $170,442+2.5% | $147,584+18.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.52% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $8,919 | $6,184+44.2% | $5,433+64.2% | $4,876+82.9% |
| Participant deferral / active EE | $10,260 | $5,629+82.3% | $4,939+107.7% | $5,439+88.6% |
| Admin fee / account holder | $1,148 | $16,852-93.2% | $13,880-91.7% | $10,885-89.5% |