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 | $219,635 | $183,963+19.4% | $162,163+35.4% | $152,861+43.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.03% | 150.76%-132.7pp | 115.59%-97.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $4,515 | $6,371-29.1% | $5,614-19.6% | $4,762-5.2% |
| Participant deferral / active EE | $5,935 | $8,034-26.1% | $7,298-18.7% | $5,850+1.4% |
| Admin fee / account holder | $775 | $13,121-94.1% | $10,843-92.9% | $11,596-93.3% |