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 | $215,982 | $180,449+19.7% | $154,107+40.2% | $135,375+59.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.87% | 888.09%-879.2pp | 735.12%-726.2pp | 519.73%-510.9pp |
| Employer contribution / active EE | $12,792 | $6,035+112.0% | $5,298+141.5% | $4,779+167.7% |
| Participant deferral / active EE | $6,335 | $5,806+9.1% | $5,081+24.7% | $5,609+13.0% |
| Admin fee / account holder | $4,350 | $16,143-73.1% | $13,411-67.6% | $10,827-59.8% |