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 | $227,259 | $159,901+42.1% | $146,958+54.6% | $145,922+55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.06% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $8,577 | $5,286+62.2% | $4,933+73.9% | $4,660+84.1% |
| Participant deferral / active EE | $10,367 | $8,428+23.0% | $8,070+28.5% | $6,688+55.0% |
| Admin fee / account holder | $44,124 | $15,044+193.3% | $12,998+239.5% | $13,397+229.4% |