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 | $213,573 | $159,901+33.6% | $146,958+45.3% | $145,922+46.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.40% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,080 | $5,286-60.7% | $4,933-57.8% | $4,660-55.4% |
| Participant deferral / active EE | $4,550 | $8,428-46.0% | $8,070-43.6% | $6,688-32.0% |
| Admin fee / account holder | $6,671 | $15,044-55.7% | $12,998-48.7% | $13,397-50.2% |