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 | $220,533 | $160,055+37.8% | $140,016+57.5% | $135,375+62.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.25% | 911.38%-906.1pp | 651.12%-645.9pp | 519.73%-514.5pp |
| Employer contribution / active EE | $1,998 | $6,420-68.9% | $5,606-64.4% | $4,779-58.2% |
| Participant deferral / active EE | $7,990 | $7,642+4.6% | $6,927+15.3% | $5,609+42.5% |
| Admin fee / account holder | $34,306 | $13,328+157.4% | $10,705+220.5% | $10,827+216.9% |