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 | $224,065 | $217,402+3.1% | $185,823+20.6% | $167,490+33.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.41% | 148.36%-136.0pp | 122.05%-109.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $18,201 | $5,873+209.9% | $5,167+252.2% | $4,837+276.2% |
| Participant deferral / active EE | $9,192 | $6,356+44.6% | $5,568+65.1% | $6,341+45.0% |
| Admin fee / account holder | $7,629 | $19,811-61.5% | $16,237-53.0% | $12,309-38.0% |