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 | $192,659 | $165,335+16.5% | $149,696+28.7% | $158,922+21.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.75% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $4,783 | $5,103-6.3% | $4,644+3.0% | $4,761+0.5% |
| Participant deferral / active EE | $5,267 | $7,181-26.7% | $6,842-23.0% | $5,982-12.0% |
| Admin fee / account holder | $42,918 | $10,807+297.1% | $9,309+361.1% | $11,246+281.6% |