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 | $163,198 | $169,032-3.5% | $129,207+26.3% | $145,922+11.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.37% | 14330.11%-14314.7pp | 9417.33%-9402.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $7,937 | $5,537+43.4% | $4,153+91.1% | $4,660+70.3% |
| Participant deferral / active EE | $4,546 | $4,987-8.8% | $4,168+9.1% | $6,688-32.0% |
| Admin fee / account holder | $13,275 | $9,954+33.4% | $7,715+72.1% | $13,397-0.9% |