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 | $212,157 | $183,963+15.3% | $162,163+30.8% | $152,861+38.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.47% | 150.76%-125.3pp | 115.59%-90.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,308 | $6,371-48.1% | $5,614-41.1% | $4,762-30.5% |
| Participant deferral / active EE | $15,825 | $8,034+97.0% | $7,298+116.8% | $5,850+170.5% |
| Admin fee / account holder | $3,271 | $13,121-75.1% | $10,843-69.8% | $11,596-71.8% |