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 | $226,134 | $176,056+28.4% | $159,436+41.8% | $167,490+35.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.08% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $15,769 | $5,297+197.7% | $4,829+226.5% | $4,837+226.0% |
| Participant deferral / active EE | $8,256 | $7,750+6.5% | $7,352+12.3% | $6,341+30.2% |
| Admin fee / account holder | $874 | $12,554-93.0% | $10,799-91.9% | $12,309-92.9% |