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 | $249,143 | $198,466+25.5% | $170,442+46.2% | $147,584+68.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.62% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $6,272 | $6,184+1.4% | $5,433+15.5% | $4,876+28.6% |
| Participant deferral / active EE | $6,138 | $5,629+9.0% | $4,939+24.3% | $5,439+12.9% |
| Admin fee / account holder | $1,225 | $16,852-92.7% | $13,880-91.2% | $10,885-88.7% |