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 | $249,607 | $183,519+36.0% | $155,509+60.5% | $145,922+71.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.7pp |
| Employer contribution / active EE | $16,767 | $5,313+215.6% | $4,672+258.9% | $4,660+259.8% |
| Participant deferral / active EE | $10,272 | $6,462+58.9% | $5,626+82.6% | $6,688+53.6% |
| Admin fee / account holder | $284,194 | $19,313+1371.5% | $15,912+1686.0% | $13,397+2021.3% |