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 | $206,531 | $226,064-8.6% | $182,532+13.1% | $152,861+35.1% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 20.84% | 192.51%-171.7pp | 148.54%-127.7pp | 345.32%-324.5pp |
| Employer contribution / active EE | $11,155 | $4,978+124.1% | $4,076+173.7% | $4,762+134.2% |
| Participant deferral / active EE | $8,219 | $6,368+29.1% | $5,524+48.8% | $5,850+40.5% |
| Admin fee / account holder | $118,689 | $10,703+1008.9% | $8,592+1281.4% | $11,596+923.5% |