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 | $192,889 | $183,519+5.1% | $155,509+24.0% | $145,922+32.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.61% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $8,228 | $5,313+54.9% | $4,672+76.1% | $4,660+76.6% |
| Participant deferral / active EE | $8,775 | $6,462+35.8% | $5,626+56.0% | $6,688+31.2% |
| Admin fee / account holder | $41,126 | $19,313+112.9% | $15,912+158.5% | $13,397+207.0% |