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 | $229,211 | $176,056+30.2% | $159,436+43.8% | $167,490+36.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.52% | 331.75%-319.2pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,941 | $5,297-6.7% | $4,829+2.3% | $4,837+2.1% |
| Participant deferral / active EE | $13,379 | $7,750+72.6% | $7,352+82.0% | $6,341+111.0% |
| Admin fee / account holder | $26,443 | $12,554+110.6% | $10,799+144.9% | $12,309+114.8% |