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 | $249,530 | $226,064+10.4% | $182,532+36.7% | $152,861+63.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 41.51% | 192.51%-151.0pp | 148.54%-107.0pp | 345.32%-303.8pp |
| Employer contribution / active EE | $14,480 | $4,978+190.9% | $4,076+255.3% | $4,762+204.1% |
| Participant deferral / active EE | $15,993 | $6,368+151.1% | $5,524+189.5% | $5,850+173.4% |
| Admin fee / account holder | $326 | $10,703-97.0% | $8,592-96.2% | $11,596-97.2% |