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 | $227,194 | $217,402+4.5% | $185,823+22.3% | $167,490+35.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.48% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $26,308 | $5,873+347.9% | $5,167+409.1% | $4,837+443.8% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $18,545 | $19,811-6.4% | $16,237+14.2% | $12,309+50.7% |