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 | $209,678 | $183,519+14.3% | $155,509+34.8% | $145,922+43.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.66% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $10,104 | $5,313+90.2% | $4,672+116.3% | $4,660+116.9% |
| Participant deferral / active EE | $8,951 | $6,462+38.5% | $5,626+59.1% | $6,688+33.8% |
| Admin fee / account holder | $111,691 | $19,313+478.3% | $15,912+601.9% | $13,397+733.7% |