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 | $195,691 | $198,466-1.4% | $170,442+14.8% | $147,584+32.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.10% | 257.29%-245.2pp | 205.93%-193.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $3,090 | $6,184-50.0% | $5,433-43.1% | $4,876-36.6% |
| Participant deferral / active EE | $7,848 | $5,629+39.4% | $4,939+58.9% | $5,439+44.3% |
| Admin fee / account holder | $76,657 | $16,852+354.9% | $13,880+452.3% | $10,885+604.2% |