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 | $240,393 | $159,901+50.3% | $146,958+63.6% | $145,922+64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.60% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,434 | $5,286-54.0% | $4,933-50.7% | $4,660-47.8% |
| Participant deferral / active EE | $3,183 | $8,428-62.2% | $8,070-60.6% | $6,688-52.4% |
| Admin fee / account holder | $13,011 | $15,044-13.5% | $12,998+0.1% | $13,397-2.9% |