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 | $248,111 | $159,901+55.2% | $146,958+68.8% | $145,922+70.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.17% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $19,302 | $5,286+265.2% | $4,933+291.3% | $4,660+314.2% |
| Participant deferral / active EE | $13,760 | $8,428+63.3% | $8,070+70.5% | $6,688+105.8% |
| Admin fee / account holder | $113,778 | $15,044+656.3% | $12,998+775.3% | $13,397+749.3% |