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 | $220,108 | $217,402+1.2% | $185,823+18.5% | $167,490+31.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.88% | 148.36%-128.5pp | 122.05%-102.2pp | 478.56%-458.7pp |
| Employer contribution / active EE | $5,640 | $5,873-4.0% | $5,167+9.1% | $4,837+16.6% |
| Participant deferral / active EE | $19,253 | $6,356+202.9% | $5,568+245.8% | $6,341+203.6% |
| Admin fee / account holder | $1,956 | $19,811-90.1% | $16,237-88.0% | $12,309-84.1% |