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 | $211,445 | $209,832+0.8% | $189,513+11.6% | $167,490+26.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.71% | 748.27%-735.6pp | 555.15%-542.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $7,718 | $6,914+11.6% | $6,162+25.3% | $4,837+59.6% |
| Participant deferral / active EE | $5,255 | $8,935-41.2% | $8,221-36.1% | $6,341-17.1% |
| Admin fee / account holder | $29,361 | $14,293+105.4% | $12,045+143.8% | $12,309+138.5% |