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 | $216,043 | $217,402-0.6% | $185,823+16.3% | $167,490+29.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.46% | 148.36%-123.9pp | 122.05%-97.6pp | 478.56%-454.1pp |
| Employer contribution / active EE | $9,748 | $5,873+66.0% | $5,167+88.6% | $4,837+101.5% |
| Participant deferral / active EE | $6,774 | $6,356+6.6% | $5,568+21.7% | $6,341+6.8% |
| Admin fee / account holder | $32,784 | $19,811+65.5% | $16,237+101.9% | $12,309+166.3% |