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 | $222,709 | $214,378+3.9% | $200,582+11.0% | $142,382+56.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.03% | 46.41%-33.4pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $8,481 | $6,841+24.0% | $6,419+32.1% | $4,299+97.3% |
| Participant deferral / active EE | $15,712 | $9,865+59.3% | $9,331+68.4% | $6,507+141.5% |
| Admin fee / account holder | $159,161 | $17,692+799.6% | $16,305+876.2% | $12,624+1160.8% |