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 | $205,425 | $159,901+28.5% | $146,958+39.8% | $145,922+40.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.21% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $21,847 | $5,286+313.3% | $4,933+342.9% | $4,660+368.9% |
| Participant deferral / active EE | $19,131 | $8,428+127.0% | $8,070+137.1% | $6,688+186.1% |
| Admin fee / account holder | $486,007 | $15,044+3130.6% | $12,998+3639.1% | $13,397+3527.7% |