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 | $222,405 | $159,901+39.1% | $146,958+51.3% | $145,922+52.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.93% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $7,343 | $5,286+38.9% | $4,933+48.8% | $4,660+57.6% |
| Participant deferral / active EE | $3,629 | $8,428-56.9% | $8,070-55.0% | $6,688-45.7% |
| Admin fee / account holder | $18,018 | $15,044+19.8% | $12,998+38.6% | $13,397+34.5% |