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 | $211,471 | $183,963+15.0% | $162,163+30.4% | $152,861+38.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.01% | 150.76%-126.8pp | 115.59%-91.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $8,118 | $6,371+27.4% | $5,614+44.6% | $4,762+70.5% |
| Participant deferral / active EE | $10,451 | $8,034+30.1% | $7,298+43.2% | $5,850+78.6% |
| Admin fee / account holder | $7,148 | $13,121-45.5% | $10,843-34.1% | $11,596-38.4% |