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 | $159,901+21.2% | $146,958+31.9% | $145,922+32.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.78% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $6,466 | $5,286+22.3% | $4,933+31.1% | $4,660+38.8% |
| Participant deferral / active EE | $9,665 | $8,428+14.7% | $8,070+19.8% | $6,688+44.5% |
| Admin fee / account holder | $50,484 | $15,044+235.6% | $12,998+288.4% | $13,397+276.8% |