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 | $203,443 | $183,963+10.6% | $162,163+25.5% | $152,861+33.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.82% | 150.76%-137.9pp | 115.59%-102.8pp | 345.32%-332.5pp |
| Employer contribution / active EE | $15,000 | $6,371+135.5% | $5,614+167.2% | $4,762+215.0% |
| Participant deferral / active EE | $8,333 | $8,034+3.7% | $7,298+14.2% | $5,850+42.4% |
| Admin fee / account holder | $14,164 | $13,121+7.9% | $10,843+30.6% | $11,596+22.1% |