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 | $201,540 | $183,519+9.8% | $155,509+29.6% | $145,922+38.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.67% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $7,031 | $5,313+32.3% | $4,672+50.5% | $4,660+50.9% |
| Participant deferral / active EE | $11,879 | $6,462+83.8% | $5,626+111.1% | $6,688+77.6% |
| Admin fee / account holder | $15,625 | $19,313-19.1% | $15,912-1.8% | $13,397+16.6% |