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 | $242,013 | $159,901+51.4% | $146,958+64.7% | $145,922+65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.02% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,715 | $5,286-29.7% | $4,933-24.7% | $4,660-20.3% |
| Participant deferral / active EE | $4,443 | $8,428-47.3% | $8,070-44.9% | $6,688-33.6% |
| Admin fee / account holder | $17,485 | $15,044+16.2% | $12,998+34.5% | $13,397+30.5% |