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 | $230,333 | $109,327+110.7% | $89,391+157.7% | $158,922+44.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.07% | 345.68%-329.6pp | 245.62%-229.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,316 | $3,170+4.6% | $2,586+28.3% | $4,761-30.4% |
| Participant deferral / active EE | $6,484 | $4,598+41.0% | $3,890+66.7% | $5,982+8.4% |
| Admin fee / account holder | $11,623 | $6,153+88.9% | $4,881+138.1% | $11,246+3.4% |