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 | $245,508 | $159,901+53.5% | $146,958+67.1% | $145,922+68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.54% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $6,140 | $5,286+16.2% | $4,933+24.5% | $4,660+31.8% |
| Participant deferral / active EE | $10,417 | $8,428+23.6% | $8,070+29.1% | $6,688+55.8% |
| Admin fee / account holder | $33,257 | $15,044+121.1% | $12,998+155.9% | $13,397+148.2% |