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 | $189,316 | $159,901+18.4% | $146,958+28.8% | $145,922+29.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.82% | 98.13%-75.3pp | 418.34%-395.5pp | 561.29%-538.5pp |
| Employer contribution / active EE | $13,087 | $5,286+147.6% | $4,933+165.3% | $4,660+180.9% |
| Participant deferral / active EE | $8,854 | $8,428+5.1% | $8,070+9.7% | $6,688+32.4% |
| Admin fee / account holder | $448 | $15,044-97.0% | $12,998-96.6% | $13,397-96.7% |