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 5-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 | $226,981 | $217,402+4.4% | $185,823+22.1% | $167,490+35.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.81% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $11,875 | $5,873+102.2% | $5,167+129.8% | $4,837+145.5% |
| Participant deferral / active EE | $11,973 | $6,356+88.4% | $5,568+115.0% | $6,341+88.8% |
| Admin fee / account holder | $35,831 | $19,811+80.9% | $16,237+120.7% | $12,309+191.1% |