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 | $163,697 | $148,534+10.2% | $135,903+20.5% | $139,434+17.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.46% | 79.19%-61.7pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $8,074 | $5,243+54.0% | $4,856+66.3% | $4,751+70.0% |
| Participant deferral / active EE | $27,706 | $8,100+242.0% | $7,758+257.1% | $6,710+312.9% |
| Admin fee / account holder | $171,171 | $12,400+1280.4% | $10,762+1490.5% | $11,403+1401.2% |