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 | $183,247 | $102,317+79.1% | $146,958+24.7% | $80,856+126.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.40% | 134.76%-117.4pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $10,850 | $3,713+192.2% | $4,933+120.0% | $2,755+293.9% |
| Participant deferral / active EE | $14,012 | $6,644+110.9% | $8,070+73.6% | $4,296+226.2% |
| Admin fee / account holder | $498 | $7,941-93.7% | $12,998-96.2% | $6,918-92.8% |