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 | $218,569 | $176,056+24.1% | $159,436+37.1% | $167,490+30.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.53% | 331.75%-319.2pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,309 | $5,297-75.3% | $4,829-72.9% | $4,837-72.9% |
| Participant deferral / active EE | $6,625 | $7,750-14.5% | $7,352-9.9% | $6,341+4.5% |
| Admin fee / account holder | $9,122 | $12,554-27.3% | $10,799-15.5% | $12,309-25.9% |