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 | $178,793 | $159,901+11.8% | $146,958+21.7% | $145,922+22.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.54% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $14,188 | $5,286+168.4% | $4,933+187.6% | $4,660+204.5% |
| Participant deferral / active EE | $12,998 | $8,428+54.2% | $8,070+61.1% | $6,688+94.4% |
| Admin fee / account holder | $10,161 | $15,044-32.5% | $12,998-21.8% | $13,397-24.2% |