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 | $220,767 | $217,402+1.5% | $185,823+18.8% | $167,490+31.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.99% | 148.36%-129.4pp | 122.05%-103.1pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,456 | $5,873-75.2% | $5,167-71.8% | $4,837-69.9% |
| Participant deferral / active EE | $4,144 | $6,356-34.8% | $5,568-25.6% | $6,341-34.6% |
| Admin fee / account holder | $6,783 | $19,811-65.8% | $16,237-58.2% | $12,309-44.9% |