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 | $220,675 | $209,832+5.2% | $189,513+16.4% | $167,490+31.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.86% | 748.27%-731.4pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,029 | $6,914-70.7% | $6,162-67.1% | $4,837-58.1% |
| Participant deferral / active EE | $4,936 | $8,935-44.8% | $8,221-40.0% | $6,341-22.2% |
| Admin fee / account holder | $3,775 | $14,293-73.6% | $12,045-68.7% | $12,309-69.3% |