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 | $175,185 | $159,901+9.6% | $146,958+19.2% | $145,922+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $13,847 | $5,286+162.0% | $4,933+180.7% | $4,660+197.2% |
| Participant deferral / active EE | $11,540 | $8,428+36.9% | $8,070+43.0% | $6,688+72.5% |
| Admin fee / account holder | $46,698 | $15,044+210.4% | $12,998+259.3% | $13,397+248.6% |