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 | $200,777 | $159,901+25.6% | $146,958+36.6% | $145,922+37.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.02% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,339 | $5,286-17.9% | $4,933-12.0% | $4,660-6.9% |
| Participant deferral / active EE | $16,873 | $8,428+100.2% | $8,070+109.1% | $6,688+152.3% |
| Admin fee / account holder | $7,597 | $15,044-49.5% | $12,998-41.6% | $13,397-43.3% |