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 | $205,154 | $144,119+42.4% | $117,854+74.1% | $147,584+39.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.30% | 531.15%-510.9pp | 335.08%-314.8pp | 578.55%-558.3pp |
| Employer contribution / active EE | $26,500 | $4,896+441.2% | $3,786+599.9% | $4,876+443.4% |
| Participant deferral / active EE | $21,000 | $5,316+295.0% | $4,482+368.6% | $5,439+286.1% |
| Admin fee / account holder | $2,722 | $10,886-75.0% | $8,020-66.1% | $10,885-75.0% |