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 | $204,471 | $175,202+16.7% | $149,673+36.6% | $139,434+46.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.39% | 166.71%-142.3pp | 134.42%-110.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $10,059 | $5,474+83.8% | $4,818+108.8% | $4,751+111.7% |
| Participant deferral / active EE | $9,589 | $6,519+47.1% | $5,680+68.8% | $6,710+42.9% |
| Admin fee / account holder | $1,753 | $16,150-89.1% | $13,210-86.7% | $11,403-84.6% |