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 | $212,855 | $175,202+21.5% | $149,673+42.2% | $139,434+52.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.10% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $4,155 | $5,474-24.1% | $4,818-13.8% | $4,751-12.5% |
| Participant deferral / active EE | $10,854 | $6,519+66.5% | $5,680+91.1% | $6,710+61.7% |
| Admin fee / account holder | $315 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |