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 | $212,822 | $159,901+33.1% | $146,958+44.8% | $145,922+45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.25% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $6,362 | $5,286+20.4% | $4,933+29.0% | $4,660+36.5% |
| Participant deferral / active EE | $9,160 | $8,428+8.7% | $8,070+13.5% | $6,688+37.0% |
| Admin fee / account holder | $15,267 | $15,044+1.5% | $12,998+17.5% | $13,397+14.0% |