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 | $205,878 | $226,064-8.9% | $182,532+12.8% | $152,861+34.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.64% | 192.51%-176.9pp | 148.54%-132.9pp | 345.32%-329.7pp |
| Employer contribution / active EE | $37,000 | $4,978+643.2% | $4,076+807.7% | $4,762+676.9% |
| Participant deferral / active EE | $25,000 | $6,368+292.6% | $5,524+352.5% | $5,850+327.3% |
| Admin fee / account holder | $21,905 | $10,703+104.7% | $8,592+154.9% | $11,596+88.9% |