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 | $165,763 | $159,901+3.7% | $146,958+12.8% | $145,922+13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $18,982 | $5,286+259.1% | $4,933+284.8% | $4,660+307.4% |
| Participant deferral / active EE | $224,252 | $8,428+2560.7% | $8,070+2678.9% | $6,688+3253.2% |
| Admin fee / account holder | $762,954 | $15,044+4971.6% | $12,998+5769.7% | $13,397+5595.0% |