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 | $233,186 | $209,411+11.4% | $178,490+30.6% | $158,922+46.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.37% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $9,937 | $5,706+74.1% | $5,011+98.3% | $4,761+108.7% |
| Participant deferral / active EE | $8,771 | $5,954+47.3% | $5,202+68.6% | $5,982+46.6% |
| Admin fee / account holder | $51,135 | $17,074+199.5% | $13,984+265.7% | $11,246+354.7% |