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 | $248,977 | $209,832+18.7% | $189,513+31.4% | $167,490+48.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.56% | 748.27%-738.7pp | 555.15%-545.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $7,153 | $6,914+3.5% | $6,162+16.1% | $4,837+47.9% |
| Participant deferral / active EE | $10,449 | $8,935+16.9% | $8,221+27.1% | $6,341+64.8% |
| Admin fee / account holder | $1,043 | $14,293-92.7% | $12,045-91.3% | $12,309-91.5% |