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 | $239,014 | $226,064+5.7% | $182,532+30.9% | $152,861+56.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.39% | 192.51%-162.1pp | 148.54%-118.1pp | 345.32%-314.9pp |
| Employer contribution / active EE | $4,659 | $4,978-6.4% | $4,076+14.3% | $4,762-2.2% |
| Participant deferral / active EE | $5,730 | $6,368-10.0% | $5,524+3.7% | $5,850-2.1% |
| Admin fee / account holder | $1,741 | $10,703-83.7% | $8,592-79.7% | $11,596-85.0% |