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 | $221,465 | $180,449+22.7% | $154,107+43.7% | $135,375+63.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 83.29% | 888.09%-804.8pp | 735.12%-651.8pp | 519.73%-436.4pp |
| Employer contribution / active EE | $2,945 | $6,035-51.2% | $5,298-44.4% | $4,779-38.4% |
| Participant deferral / active EE | $8,736 | $5,806+50.5% | $5,081+72.0% | $5,609+55.8% |
| Admin fee / account holder | $216,846 | $16,143+1243.3% | $13,411+1516.9% | $10,827+1902.8% |