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 | $214,022 | $159,901+33.8% | $146,958+45.6% | $145,922+46.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.71% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $6,663 | $5,286+26.0% | $4,933+35.1% | $4,660+43.0% |
| Participant deferral / active EE | $10,367 | $8,428+23.0% | $8,070+28.5% | $6,688+55.0% |
| Admin fee / account holder | $14,033 | $15,044-6.7% | $12,998+8.0% | $13,397+4.8% |