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 | $173,704 | $183,963-5.6% | $162,163+7.1% | $152,861+13.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.51% | 150.76%-131.3pp | 115.59%-96.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $8,077 | $6,371+26.8% | $5,614+43.9% | $4,762+69.6% |
| Participant deferral / active EE | $6,832 | $8,034-15.0% | $7,298-6.4% | $5,850+16.8% |
| Admin fee / account holder | $2,066 | $13,121-84.3% | $10,843-80.9% | $11,596-82.2% |