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 | $188,324 | $183,592+2.6% | $155,567+21.1% | $145,959+29.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.93% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $13,549 | $5,315+154.9% | $4,674+189.9% | $4,661+190.7% |
| Participant deferral / active EE | $4,866 | $6,464-24.7% | $5,628-13.5% | $6,689-27.2% |
| Admin fee / account holder | $1,639 | $19,318-91.5% | $15,916-89.7% | $13,398-87.8% |