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 | $192,457 | $176,056+9.3% | $159,436+20.7% | $167,490+14.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.19% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $22,338 | $5,297+321.7% | $4,829+362.5% | $4,837+361.8% |
| Participant deferral / active EE | $4,937 | $7,750-36.3% | $7,352-32.9% | $6,341-22.1% |
| Admin fee / account holder | $22,292 | $12,554+77.6% | $10,799+106.4% | $12,309+81.1% |