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 | $197,796 | $183,963+7.5% | $162,163+22.0% | $152,861+29.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.70% | 150.76%-137.1pp | 115.59%-101.9pp | 345.32%-331.6pp |
| Employer contribution / active EE | $9,543 | $6,371+49.8% | $5,614+70.0% | $4,762+100.4% |
| Participant deferral / active EE | $12,047 | $8,034+50.0% | $7,298+65.1% | $5,850+105.9% |
| Admin fee / account holder | $1,402 | $13,121-89.3% | $10,843-87.1% | $11,596-87.9% |