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 | $190,367 | $210,648-9.6% | $177,989+7.0% | $145,922+30.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.01% | 385.86%-376.9pp | 294.48%-285.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $6,257 | $4,565+37.1% | $3,949+58.5% | $4,660+34.3% |
| Participant deferral / active EE | $21,028 | $6,958+202.2% | $6,276+235.0% | $6,688+214.4% |
| Admin fee / account holder | $132,187 | $12,013+1000.4% | $10,363+1175.5% | $13,397+886.7% |