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 | $190,752 | $159,901+19.3% | $146,958+29.8% | $145,922+30.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.60% | 98.13%-70.5pp | 418.34%-390.7pp | 561.29%-533.7pp |
| Employer contribution / active EE | $9,820 | $5,286+85.8% | $4,933+99.1% | $4,660+110.7% |
| Participant deferral / active EE | $13,863 | $8,428+64.5% | $8,070+71.8% | $6,688+107.3% |
| Admin fee / account holder | $16,626 | $15,044+10.5% | $12,998+27.9% | $13,397+24.1% |