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 | $217,942 | $159,901+36.3% | $146,958+48.3% | $145,922+49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,174 | $5,286-40.0% | $4,933-35.7% | $4,660-31.9% |
| Participant deferral / active EE | $7,478 | $8,428-11.3% | $8,070-7.3% | $6,688+11.8% |
| Admin fee / account holder | $1,894 | $15,044-87.4% | $12,998-85.4% | $13,397-85.9% |