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 | $188,914 | $217,402-13.1% | $185,823+1.7% | $167,490+12.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.57% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $6,212 | $5,873+5.8% | $5,167+20.2% | $4,837+28.4% |
| Participant deferral / active EE | $4,795 | $6,356-24.6% | $5,568-13.9% | $6,341-24.4% |
| Admin fee / account holder | $23,772 | $19,811+20.0% | $16,237+46.4% | $12,309+93.1% |