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 | $229,473 | $175,202+31.0% | $149,673+53.3% | $139,434+64.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.00% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,355 | $5,474-57.0% | $4,818-51.1% | $4,751-50.4% |
| Participant deferral / active EE | $13,160 | $6,519+101.9% | $5,680+131.7% | $6,710+96.1% |
| Admin fee / account holder | $398 | $16,150-97.5% | $13,210-97.0% | $11,403-96.5% |