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 | $192,311 | $159,901+20.3% | $146,958+30.9% | $145,922+31.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.92% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $9,529 | $5,286+80.3% | $4,933+93.2% | $4,660+104.5% |
| Participant deferral / active EE | $20,820 | $8,428+147.0% | $8,070+158.0% | $6,688+211.3% |
| Admin fee / account holder | $30,203 | $15,044+100.8% | $12,998+132.4% | $13,397+125.4% |