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 | $191,682 | $183,963+4.2% | $162,163+18.2% | $152,861+25.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.59% | 150.76%-134.2pp | 115.59%-99.0pp | 345.32%-328.7pp |
| Employer contribution / active EE | $11,403 | $6,371+79.0% | $5,614+103.1% | $4,762+139.4% |
| Participant deferral / active EE | $4,332 | $8,034-46.1% | $7,298-40.6% | $5,850-25.9% |
| Admin fee / account holder | $9,925 | $13,121-24.4% | $10,843-8.5% | $11,596-14.4% |