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 | $246,848 | $217,402+13.5% | $185,823+32.8% | $167,490+47.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.58% | 148.36%-127.8pp | 122.05%-101.5pp | 478.56%-458.0pp |
| Employer contribution / active EE | $11,497 | $5,873+95.7% | $5,167+122.5% | $4,837+137.7% |
| Participant deferral / active EE | $8,195 | $6,356+28.9% | $5,568+47.2% | $6,341+29.2% |
| Admin fee / account holder | $1,642 | $19,811-91.7% | $16,237-89.9% | $12,309-86.7% |