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 | $174,082 | $183,519-5.1% | $155,509+11.9% | $145,922+19.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.98% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $14,560 | $5,313+174.1% | $4,672+211.6% | $4,660+212.5% |
| Participant deferral / active EE | $29,259 | $6,462+352.8% | $5,626+420.0% | $6,688+337.5% |
| Admin fee / account holder | $92,919 | $19,313+381.1% | $15,912+484.0% | $13,397+593.6% |