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 9-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 | $223,224 | $202,432+10.3% | $169,368+31.8% | $139,434+60.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.38% | 531.74%-512.4pp | 405.60%-386.2pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,069 | $4,692-13.3% | $4,013+1.4% | $4,751-14.4% |
| Participant deferral / active EE | $6,300 | $6,938-9.2% | $6,221+1.3% | $6,710-6.1% |
| Admin fee / account holder | $42,375 | $10,708+295.7% | $9,003+370.7% | $11,403+271.6% |