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 | $207,352 | $183,963+12.7% | $162,163+27.9% | $152,861+35.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 62.85% | 150.76%-87.9pp | 115.59%-52.7pp | 345.32%-282.5pp |
| Employer contribution / active EE | $16,294 | $6,371+155.8% | $5,614+190.2% | $4,762+242.1% |
| Participant deferral / active EE | $7,974 | $8,034-0.7% | $7,298+9.3% | $5,850+36.3% |
| Admin fee / account holder | $4,995 | $13,121-61.9% | $10,843-53.9% | $11,596-56.9% |