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 | $204,756 | $159,934+28.0% | $147,005+39.3% | $145,959+40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $19,048 | $5,287+260.3% | $4,934+286.0% | $4,661+308.7% |
| Participant deferral / active EE | $5,619 | $8,427-33.3% | $8,070-30.4% | $6,689-16.0% |
| Admin fee / account holder | $29,335 | $15,053+94.9% | $13,006+125.5% | $13,398+119.0% |