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 | $219,499 | $209,832+4.6% | $189,513+15.8% | $167,490+31.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.81% | 748.27%-738.5pp | 555.15%-545.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $7,420 | $6,914+7.3% | $6,162+20.4% | $4,837+53.4% |
| Participant deferral / active EE | $8,771 | $8,935-1.8% | $8,221+6.7% | $6,341+38.3% |
| Admin fee / account holder | $2,103 | $14,293-85.3% | $12,045-82.5% | $12,309-82.9% |