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 | $232,257 | $176,056+31.9% | $159,436+45.7% | $167,490+38.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.33% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,109 | $5,297-41.3% | $4,829-35.6% | $4,837-35.7% |
| Participant deferral / active EE | $10,848 | $7,750+40.0% | $7,352+47.6% | $6,341+71.1% |
| Admin fee / account holder | $490 | $12,554-96.1% | $10,799-95.5% | $12,309-96.0% |