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 | $236,863 | $176,056+34.5% | $159,436+48.6% | $167,490+41.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.01% | 331.75%-318.7pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $5,942 | $5,297+12.2% | $4,829+23.0% | $4,837+22.8% |
| Participant deferral / active EE | $12,204 | $7,750+57.5% | $7,352+66.0% | $6,341+92.4% |
| Admin fee / account holder | $46,796 | $12,554+272.8% | $10,799+333.4% | $12,309+280.2% |