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 | $234,663 | $226,064+3.8% | $182,532+28.6% | $152,861+53.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.91% | 192.51%-170.6pp | 148.54%-126.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,016 | $4,978-39.4% | $4,076-26.0% | $4,762-36.7% |
| Participant deferral / active EE | $12,915 | $6,368+102.8% | $5,524+133.8% | $5,850+120.8% |
| Admin fee / account holder | $2,513 | $10,703-76.5% | $8,592-70.7% | $11,596-78.3% |