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 | $203,701 | $176,056+15.7% | $159,436+27.8% | $167,490+21.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.03% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $6,591 | $5,297+24.4% | $4,829+36.5% | $4,837+36.2% |
| Participant deferral / active EE | $13,650 | $7,750+76.1% | $7,352+85.7% | $6,341+115.3% |
| Admin fee / account holder | $1,106 | $12,554-91.2% | $10,799-89.8% | $12,309-91.0% |