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 | $177,682 | $138,065+28.7% | $123,544+43.8% | $135,375+31.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.63% | 153.68%-145.1pp | 119.20%-110.6pp | 519.73%-511.1pp |
| Employer contribution / active EE | $18,343 | $5,151+256.1% | $4,628+296.4% | $4,779+283.8% |
| Participant deferral / active EE | $14,640 | $6,799+115.3% | $6,426+127.8% | $5,609+161.0% |
| Admin fee / account holder | $56,797 | $10,916+420.3% | $9,284+511.8% | $10,827+424.6% |