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 | $177,196 | $138,065+28.3% | $123,544+43.4% | $135,375+30.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 15.66% | 153.68%-138.0pp | 119.20%-103.5pp | 519.73%-504.1pp |
| Employer contribution / active EE | $2,000 | $5,151-61.2% | $4,628-56.8% | $4,779-58.1% |
| Participant deferral / active EE | $11,300 | $6,799+66.2% | $6,426+75.9% | $5,609+101.5% |
| Admin fee / account holder | $1,211 | $10,916-88.9% | $9,284-87.0% | $10,827-88.8% |