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 | $193,873 | $159,934+21.2% | $147,005+31.9% | $145,959+32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.78% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $6,466 | $5,287+22.3% | $4,934+31.0% | $4,661+38.7% |
| Participant deferral / active EE | $9,665 | $8,427+14.7% | $8,070+19.8% | $6,689+44.5% |
| Admin fee / account holder | $50,484 | $15,053+235.4% | $13,006+288.2% | $13,398+276.8% |