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 | $227,121 | $183,963+23.5% | $162,163+40.1% | $152,861+48.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.51% | 150.76%-126.3pp | 115.59%-91.1pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,692 | $6,371-42.0% | $5,614-34.2% | $4,762-22.5% |
| Participant deferral / active EE | $4,381 | $8,034-45.5% | $7,298-40.0% | $5,850-25.1% |
| Admin fee / account holder | $618 | $13,121-95.3% | $10,843-94.3% | $11,596-94.7% |