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 | $249,029 | $226,064+10.2% | $182,532+36.4% | $152,861+62.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.42% | 192.51%-178.1pp | 148.54%-134.1pp | 345.32%-330.9pp |
| Employer contribution / active EE | $2,346 | $4,978-52.9% | $4,076-42.5% | $4,762-50.7% |
| Participant deferral / active EE | $7,600 | $6,368+19.4% | $5,524+37.6% | $5,850+29.9% |
| Admin fee / account holder | $1,762 | $10,703-83.5% | $8,592-79.5% | $11,596-84.8% |