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 | $173,459 | $198,466-12.6% | $170,442+1.8% | $147,584+17.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.93% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $9,108 | $6,184+47.3% | $5,433+67.7% | $4,876+86.8% |
| Participant deferral / active EE | $10,737 | $5,629+90.7% | $4,939+117.4% | $5,439+97.4% |
| Admin fee / account holder | $1,474 | $16,852-91.3% | $13,880-89.4% | $10,885-86.5% |