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 | $214,158 | $183,963+16.4% | $162,163+32.1% | $152,861+40.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.93% | 150.76%-128.8pp | 115.59%-93.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $8,074 | $6,371+26.7% | $5,614+43.8% | $4,762+69.5% |
| Participant deferral / active EE | $15,894 | $8,034+97.8% | $7,298+117.8% | $5,850+171.7% |
| Admin fee / account holder | $69,161 | $13,121+427.1% | $10,843+537.9% | $11,596+496.4% |