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 | $190,164 | $159,901+18.9% | $146,958+29.4% | $145,922+30.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.71% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $20,941 | $5,286+296.2% | $4,933+324.5% | $4,660+349.4% |
| Participant deferral / active EE | $18,212 | $8,428+116.1% | $8,070+125.7% | $6,688+172.3% |
| Admin fee / account holder | $525 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |