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 | $206,287 | $183,519+12.4% | $155,509+32.7% | $145,922+41.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.36% | 61.17%-40.8pp | 64.67%-44.3pp | 561.29%-540.9pp |
| Employer contribution / active EE | $12,114 | $5,313+128.0% | $4,672+159.3% | $4,660+160.0% |
| Participant deferral / active EE | $6,000 | $6,462-7.2% | $5,626+6.6% | $6,688-10.3% |
| Admin fee / account holder | $1,690 | $19,313-91.2% | $15,912-89.4% | $13,397-87.4% |