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 | $216,447 | $165,335+30.9% | $149,696+44.6% | $158,922+36.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.06% | 348.15%-303.1pp | 276.60%-231.5pp | 302.83%-257.8pp |
| Employer contribution / active EE | $5,032 | $5,103-1.4% | $4,644+8.3% | $4,761+5.7% |
| Participant deferral / active EE | $6,219 | $7,181-13.4% | $6,842-9.1% | $5,982+4.0% |
| Admin fee / account holder | $1,459 | $10,807-86.5% | $9,309-84.3% | $11,246-87.0% |