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 | $208,669 | $217,402-4.0% | $185,823+12.3% | $167,490+24.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.94% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $12,324 | $5,873+109.8% | $5,167+138.5% | $4,837+154.8% |
| Participant deferral / active EE | $20,807 | $6,356+227.3% | $5,568+273.7% | $6,341+228.1% |
| Admin fee / account holder | $312,044 | $19,811+1475.1% | $16,237+1821.8% | $12,309+2435.1% |