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 | $209,662 | $159,901+31.1% | $146,958+42.7% | $145,922+43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $8,464 | $5,286+60.1% | $4,933+71.6% | $4,660+81.7% |
| Participant deferral / active EE | $23,036 | $8,428+173.3% | $8,070+185.5% | $6,688+244.5% |
| Admin fee / account holder | $838 | $15,044-94.4% | $12,998-93.6% | $13,397-93.7% |