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 | $201,229 | $159,901+25.8% | $146,958+36.9% | $145,922+37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.41% | 98.13%-66.7pp | 418.34%-386.9pp | 561.29%-529.9pp |
| Employer contribution / active EE | $4,888 | $5,286-7.5% | $4,933-0.9% | $4,660+4.9% |
| Participant deferral / active EE | $10,631 | $8,428+26.1% | $8,070+31.7% | $6,688+59.0% |
| Admin fee / account holder | $2,176 | $15,044-85.5% | $12,998-83.3% | $13,397-83.8% |