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 | $221,402 | $217,402+1.8% | $185,823+19.1% | $167,490+32.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.38% | 148.36%-122.0pp | 122.05%-95.7pp | 478.56%-452.2pp |
| Employer contribution / active EE | $13,183 | $5,873+124.5% | $5,167+155.1% | $4,837+172.5% |
| Participant deferral / active EE | $7,930 | $6,356+24.7% | $5,568+42.4% | $6,341+25.0% |
| Admin fee / account holder | $15,809 | $19,811-20.2% | $16,237-2.6% | $12,309+28.4% |