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 | $211,380 | $176,056+20.1% | $159,436+32.6% | $167,490+26.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.24% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $9,595 | $5,297+81.1% | $4,829+98.7% | $4,837+98.3% |
| Participant deferral / active EE | $13,047 | $7,750+68.4% | $7,352+77.5% | $6,341+105.8% |
| Admin fee / account holder | $3,324 | $12,554-73.5% | $10,799-69.2% | $12,309-73.0% |