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 | $237,779 | $159,901+48.7% | $146,958+61.8% | $145,922+62.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 10.50% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $7,612 | $5,286+44.0% | $4,933+54.3% | $4,660+63.4% |
| Participant deferral / active EE | $10,290 | $8,428+22.1% | $8,070+27.5% | $6,688+53.9% |
| Admin fee / account holder | $63,678 | $15,044+323.3% | $12,998+389.9% | $13,397+375.3% |