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 | $243,067 | $217,402+11.8% | $185,823+30.8% | $167,490+45.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.94% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $7,825 | $5,873+33.2% | $5,167+51.4% | $4,837+61.8% |
| Participant deferral / active EE | $7,061 | $6,356+11.1% | $5,568+26.8% | $6,341+11.3% |
| Admin fee / account holder | $5,946 | $19,811-70.0% | $16,237-63.4% | $12,309-51.7% |