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 | $229,306 | $217,402+5.5% | $185,823+23.4% | $167,490+36.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.56% | 148.36%-127.8pp | 122.05%-101.5pp | 478.56%-458.0pp |
| Employer contribution / active EE | $4,410 | $5,873-24.9% | $5,167-14.6% | $4,837-8.8% |
| Participant deferral / active EE | $11,082 | $6,356+74.3% | $5,568+99.0% | $6,341+74.8% |
| Admin fee / account holder | $4,655 | $19,811-76.5% | $16,237-71.3% | $12,309-62.2% |