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 | $244,608 | $217,402+12.5% | $185,823+31.6% | $167,490+46.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.69% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $8,406 | $5,873+43.1% | $5,167+62.7% | $4,837+73.8% |
| Participant deferral / active EE | $8,694 | $6,356+36.8% | $5,568+56.2% | $6,341+37.1% |
| Admin fee / account holder | $79,373 | $19,811+300.7% | $16,237+388.8% | $12,309+544.8% |