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 | $197,773 | $176,056+12.3% | $159,436+24.0% | $167,490+18.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.99% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $9,395 | $5,297+77.4% | $4,829+94.5% | $4,837+94.2% |
| Participant deferral / active EE | $9,863 | $7,750+27.3% | $7,352+34.2% | $6,341+55.5% |
| Admin fee / account holder | $22,818 | $12,554+81.8% | $10,799+111.3% | $12,309+85.4% |