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 | $243,270 | $226,064+7.6% | $182,532+33.3% | $152,861+59.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.13% | 192.51%-175.4pp | 148.54%-131.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $4,167 | $4,978-16.3% | $4,076+2.2% | $4,762-12.5% |
| Participant deferral / active EE | $8,467 | $6,368+33.0% | $5,524+53.3% | $5,850+44.7% |
| Admin fee / account holder | $43,336 | $10,703+304.9% | $8,592+404.4% | $11,596+273.7% |