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 | $242,365 | $217,402+11.5% | $185,823+30.4% | $167,490+44.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.66% | 148.36%-136.7pp | 122.05%-110.4pp | 478.56%-466.9pp |
| Employer contribution / active EE | $8,374 | $5,873+42.6% | $5,167+62.1% | $4,837+73.1% |
| Participant deferral / active EE | $8,549 | $6,356+34.5% | $5,568+53.5% | $6,341+34.8% |
| Admin fee / account holder | $867 | $19,811-95.6% | $16,237-94.7% | $12,309-93.0% |