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 | $188,113 | $226,064-16.8% | $182,532+3.1% | $152,861+23.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.86% | 192.51%-173.6pp | 148.54%-129.7pp | 345.32%-326.5pp |
| Employer contribution / active EE | $8,813 | $4,978+77.0% | $4,076+116.2% | $4,762+85.1% |
| Participant deferral / active EE | $7,525 | $6,368+18.2% | $5,524+36.2% | $5,850+28.6% |
| Admin fee / account holder | $49,617 | $10,703+363.6% | $8,592+477.5% | $11,596+327.9% |