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 | $226,685 | $209,411+8.2% | $178,490+27.0% | $158,922+42.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.86% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $13,815 | $5,706+142.1% | $5,011+175.7% | $4,761+190.2% |
| Participant deferral / active EE | $8,486 | $5,954+42.5% | $5,202+63.1% | $5,982+41.9% |
| Admin fee / account holder | $16,894 | $17,074-1.1% | $13,984+20.8% | $11,246+50.2% |