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 | $236,434 | $217,402+8.8% | $185,823+27.2% | $167,490+41.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.15% | 148.36%-139.2pp | 122.05%-112.9pp | 478.56%-469.4pp |
| Employer contribution / active EE | $13,158 | $5,873+124.0% | $5,167+154.6% | $4,837+172.0% |
| Participant deferral / active EE | $8,137 | $6,356+28.0% | $5,568+46.1% | $6,341+28.3% |
| Admin fee / account holder | $1,861 | $19,811-90.6% | $16,237-88.5% | $12,309-84.9% |