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 | $197,469 | $176,056+12.2% | $159,436+23.9% | $167,490+17.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.39% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,488 | $5,297-71.9% | $4,829-69.2% | $4,837-69.2% |
| Participant deferral / active EE | $4,203 | $7,750-45.8% | $7,352-42.8% | $6,341-33.7% |
| Admin fee / account holder | $84,884 | $12,554+576.2% | $10,799+686.1% | $12,309+589.6% |