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 | $249,299 | $159,901+55.9% | $146,958+69.6% | $145,922+70.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.61% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $10,345 | $5,286+95.7% | $4,933+109.7% | $4,660+122.0% |
| Participant deferral / active EE | $5,911 | $8,428-29.9% | $8,070-26.7% | $6,688-11.6% |
| Admin fee / account holder | $9,504 | $15,044-36.8% | $12,998-26.9% | $13,397-29.1% |