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 | $206,799 | $165,335+25.1% | $149,696+38.1% | $158,922+30.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.13% | 348.15%-335.0pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,271 | $5,103-75.1% | $4,644-72.6% | $4,761-73.3% |
| Participant deferral / active EE | $4,297 | $7,181-40.2% | $6,842-37.2% | $5,982-28.2% |
| Admin fee / account holder | $29,544 | $10,807+173.4% | $9,309+217.4% | $11,246+162.7% |