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 9-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 | $206,757 | $217,402-4.9% | $185,823+11.3% | $167,490+23.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.83% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $7,672 | $5,873+30.6% | $5,167+48.5% | $4,837+58.6% |
| Participant deferral / active EE | $6,863 | $6,356+8.0% | $5,568+23.3% | $6,341+8.2% |
| Admin fee / account holder | $1,180 | $19,811-94.0% | $16,237-92.7% | $12,309-90.4% |