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 | $208,610 | $176,056+18.5% | $159,436+30.8% | $167,490+24.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.80% | 331.75%-317.9pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $13,923 | $5,297+162.8% | $4,829+188.3% | $4,837+187.8% |
| Participant deferral / active EE | $7,357 | $7,750-5.1% | $7,352+0.1% | $6,341+16.0% |
| Admin fee / account holder | $59,918 | $12,554+377.3% | $10,799+454.9% | $12,309+386.8% |