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 | $228,617 | $226,064+1.1% | $182,532+25.2% | $152,861+49.6% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.0%+17.5pp | 82.4%+13.0pp |
| Annual return | 13.50% | 192.51%-179.0pp | 148.54%-135.0pp | 345.32%-331.8pp |
| Employer contribution / active EE | $17,727 | $4,978+256.1% | $4,076+334.9% | $4,762+272.2% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $13,993 | $10,703+30.7% | $8,592+62.9% | $11,596+20.7% |