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 | $206,303 | $165,335+24.8% | $149,696+37.8% | $158,922+29.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.16% | 348.15%-339.0pp | 276.60%-267.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,974 | $5,103-22.1% | $4,644-14.4% | $4,761-16.5% |
| Participant deferral / active EE | $6,968 | $7,181-3.0% | $6,842+1.9% | $5,982+16.5% |
| Admin fee / account holder | $91,393 | $10,807+745.7% | $9,309+881.8% | $11,246+712.7% |