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 | $230,378 | $159,901+44.1% | $146,958+56.8% | $145,922+57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.97% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,101 | $5,286-60.3% | $4,933-57.4% | $4,660-54.9% |
| Participant deferral / active EE | $4,073 | $8,428-51.7% | $8,070-49.5% | $6,688-39.1% |
| Admin fee / account holder | $6,918 | $15,044-54.0% | $12,998-46.8% | $13,397-48.4% |