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 | $155,292 | $138,065+12.5% | $123,544+25.7% | $135,375+14.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.14% | 153.68%-146.5pp | 119.20%-112.1pp | 519.73%-512.6pp |
| Employer contribution / active EE | $12,511 | $5,151+142.9% | $4,628+170.4% | $4,779+161.8% |
| Participant deferral / active EE | $9,730 | $6,799+43.1% | $6,426+51.4% | $5,609+73.5% |
| Admin fee / account holder | $38,444 | $10,916+252.2% | $9,284+314.1% | $10,827+255.1% |