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 | $186,140 | $159,901+16.4% | $146,958+26.7% | $145,922+27.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 15.10% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $8,442 | $5,286+59.7% | $4,933+71.1% | $4,660+81.2% |
| Participant deferral / active EE | $12,127 | $8,428+43.9% | $8,070+50.3% | $6,688+81.3% |
| Admin fee / account holder | $65,650 | $15,044+336.4% | $12,998+405.1% | $13,397+390.0% |