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 | $233,078 | $209,832+11.1% | $189,513+23.0% | $167,490+39.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.10% | 748.27%-736.2pp | 555.15%-543.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,554 | $6,914-48.6% | $6,162-42.3% | $4,837-26.5% |
| Participant deferral / active EE | $4,979 | $8,935-44.3% | $8,221-39.4% | $6,341-21.5% |
| Admin fee / account holder | $1,626 | $14,293-88.6% | $12,045-86.5% | $12,309-86.8% |