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 | $192,363 | $209,411-8.1% | $178,490+7.8% | $158,922+21.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 46.42% | 188.75%-142.3pp | 151.07%-104.6pp | 302.83%-256.4pp |
| Employer contribution / active EE | $1,829 | $5,706-67.9% | $5,011-63.5% | $4,761-61.6% |
| Participant deferral / active EE | $6,038 | $5,954+1.4% | $5,202+16.1% | $5,982+0.9% |
| Admin fee / account holder | $928 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |