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 | $227,876 | $217,402+4.8% | $185,823+22.6% | $167,490+36.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.65% | 148.36%-136.7pp | 122.05%-110.4pp | 478.56%-466.9pp |
| Employer contribution / active EE | $10,602 | $5,873+80.5% | $5,167+105.2% | $4,837+119.2% |
| Participant deferral / active EE | $12,566 | $6,356+97.7% | $5,568+125.7% | $6,341+98.2% |
| Admin fee / account holder | $453 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |