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 | $209,399 | $203,436+2.9% | $152,466+37.3% | $167,490+25.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 9.89% | 13.80%-3.9pp | 757.33%-747.4pp | 478.56%-468.7pp |
| Employer contribution / active EE | $9,616 | $5,220+84.2% | $4,327+122.3% | $4,837+98.8% |
| Participant deferral / active EE | $18,343 | $6,716+173.1% | $5,820+215.2% | $6,341+189.3% |
| Admin fee / account holder | $6,672 | $22,506-70.4% | $15,805-57.8% | $12,309-45.8% |