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 | $197,511 | $159,901+23.5% | $146,958+34.4% | $145,922+35.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.52% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5,557 | $5,286+5.1% | $4,933+12.7% | $4,660+19.3% |
| Participant deferral / active EE | $13,991 | $8,428+66.0% | $8,070+73.4% | $6,688+109.2% |
| Admin fee / account holder | $47,170 | $15,044+213.6% | $12,998+262.9% | $13,397+252.1% |