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 | $199,403 | $159,901+24.7% | $146,958+35.7% | $145,922+36.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.58% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $7,001 | $5,286+32.4% | $4,933+41.9% | $4,660+50.3% |
| Participant deferral / active EE | $10,515 | $8,428+24.8% | $8,070+30.3% | $6,688+57.2% |
| Admin fee / account holder | $58,416 | $15,044+288.3% | $12,998+349.4% | $13,397+336.0% |