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 | $225,165 | $159,901+40.8% | $146,958+53.2% | $145,922+54.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.56% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $6,318 | $5,286+19.5% | $4,933+28.1% | $4,660+35.6% |
| Participant deferral / active EE | $11,240 | $8,428+33.4% | $8,070+39.3% | $6,688+68.1% |
| Admin fee / account holder | $448 | $15,044-97.0% | $12,998-96.6% | $13,397-96.7% |