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 | $243,735 | $180,749+34.8% | $160,784+51.6% | $137,256+77.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.93% | 2234.46%-2216.5pp | 1803.92%-1786.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $11,273 | $4,155+171.3% | $3,733+202.0% | $4,156+171.2% |
| Participant deferral / active EE | $10,995 | $6,844+60.6% | $6,293+74.7% | $6,407+71.6% |
| Admin fee / account holder | $7,848 | $10,397-24.5% | $9,717-19.2% | $12,270-36.0% |