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 | $187,990 | $159,901+17.6% | $146,958+27.9% | $145,922+28.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.37% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,715 | $5,286-48.6% | $4,933-45.0% | $4,660-41.7% |
| Participant deferral / active EE | $11,179 | $8,428+32.6% | $8,070+38.5% | $6,688+67.2% |
| Admin fee / account holder | $249,942 | $15,044+1561.4% | $12,998+1822.9% | $13,397+1765.7% |