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 | $190,182 | $226,064-15.9% | $182,532+4.2% | $152,861+24.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.11% | 192.51%-172.4pp | 148.54%-128.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $9,058 | $4,978+81.9% | $4,076+122.2% | $4,762+90.2% |
| Participant deferral / active EE | $10,034 | $6,368+57.6% | $5,524+81.6% | $5,850+71.5% |
| Admin fee / account holder | $57,677 | $10,703+438.9% | $8,592+571.3% | $11,596+397.4% |