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 | $192,269 | $209,411-8.2% | $178,490+7.7% | $158,922+21.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.49% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $16,857 | $5,706+195.4% | $5,011+236.4% | $4,761+254.0% |
| Participant deferral / active EE | $15,790 | $5,954+165.2% | $5,202+203.6% | $5,982+163.9% |
| Admin fee / account holder | $33,084 | $17,074+93.8% | $13,984+136.6% | $11,246+194.2% |