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 | $214,887 | $226,064-4.9% | $182,532+17.7% | $152,861+40.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.07% | 192.51%-170.4pp | 148.54%-126.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $4,878 | $4,978-2.0% | $4,076+19.7% | $4,762+2.4% |
| Participant deferral / active EE | $5,544 | $6,368-12.9% | $5,524+0.4% | $5,850-5.2% |
| Admin fee / account holder | $17,438 | $10,703+62.9% | $8,592+103.0% | $11,596+50.4% |