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 | $209,188 | $198,466+5.4% | $170,442+22.7% | $147,584+41.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.36% | 257.29%-246.9pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $9,442 | $6,184+52.7% | $5,433+73.8% | $4,876+93.6% |
| Participant deferral / active EE | $6,804 | $5,629+20.9% | $4,939+37.7% | $5,439+25.1% |
| Admin fee / account holder | $4,367 | $16,852-74.1% | $13,880-68.5% | $10,885-59.9% |