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 | $241,577 | $226,064+6.9% | $182,532+32.3% | $152,861+58.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.08% | 192.51%-175.4pp | 148.54%-131.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $10,451 | $4,978+109.9% | $4,076+156.4% | $4,762+119.4% |
| Participant deferral / active EE | $8,285 | $6,368+30.1% | $5,524+50.0% | $5,850+41.6% |
| Admin fee / account holder | $2,612 | $10,703-75.6% | $8,592-69.6% | $11,596-77.5% |