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 | $218,079 | $183,963+18.5% | $162,163+34.5% | $152,861+42.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.92% | 150.76%-130.8pp | 115.59%-95.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $10,864 | $6,371+70.5% | $5,614+93.5% | $4,762+128.1% |
| Participant deferral / active EE | $10,574 | $8,034+31.6% | $7,298+44.9% | $5,850+80.8% |
| Admin fee / account holder | $7,731 | $13,121-41.1% | $10,843-28.7% | $11,596-33.3% |