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 | $192,463 | $217,402-11.5% | $185,823+3.6% | $167,490+14.9% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 9.31% | 148.36%-139.0pp | 122.05%-112.7pp | 478.56%-469.2pp |
| Employer contribution / active EE | $8,783 | $5,873+49.5% | $5,167+70.0% | $4,837+81.6% |
| Participant deferral / active EE | $7,383 | $6,356+16.2% | $5,568+32.6% | $6,341+16.4% |
| Admin fee / account holder | $106,214 | $19,811+436.1% | $16,237+554.1% | $12,309+762.9% |