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 | $174,546 | $176,812-1.3% | $146,665+19.0% | $167,490+4.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 37.23% | 24.03%+13.2pp | 22.74%+14.5pp | 478.56%-441.3pp |
| Employer contribution / active EE | $9,472 | $5,160+83.6% | $4,136+129.0% | $4,837+95.8% |
| Participant deferral / active EE | $6,380 | $6,440-0.9% | $5,506+15.9% | $6,341+0.6% |
| Admin fee / account holder | $2,443 | $13,259-81.6% | $10,280-76.2% | $12,309-80.2% |