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 | $184,758 | $183,963+0.4% | $162,163+13.9% | $152,861+20.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.39% | 150.76%-131.4pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $8,398 | $6,371+31.8% | $5,614+49.6% | $4,762+76.3% |
| Participant deferral / active EE | $7,279 | $8,034-9.4% | $7,298-0.3% | $5,850+24.4% |
| Admin fee / account holder | $28,638 | $13,121+118.3% | $10,843+164.1% | $11,596+147.0% |