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 | $213,446 | $138,065+54.6% | $123,544+72.8% | $135,375+57.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 1.93% | 153.68%-151.8pp | 119.20%-117.3pp | 519.73%-517.8pp |
| Employer contribution / active EE | $8,211 | $5,151+59.4% | $4,628+77.4% | $4,779+71.8% |
| Participant deferral / active EE | $6,569 | $6,799-3.4% | $6,426+2.2% | $5,609+17.1% |
| Admin fee / account holder | $193,698 | $10,916+1674.5% | $9,284+1986.4% | $10,827+1689.0% |