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 | $208,114 | $209,832-0.8% | $189,513+9.8% | $167,490+24.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.68% | 748.27%-736.6pp | 555.15%-543.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $10,928 | $6,914+58.1% | $6,162+77.4% | $4,837+125.9% |
| Participant deferral / active EE | $11,429 | $8,935+27.9% | $8,221+39.0% | $6,341+80.2% |
| Admin fee / account holder | $5,003 | $14,293-65.0% | $12,045-58.5% | $12,309-59.4% |