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 | $225,279 | $171,865+31.1% | $149,718+50.5% | $147,584+52.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.95% | 2113.22%-2095.3pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $14,021 | $6,275+123.4% | $5,445+157.5% | $4,876+187.5% |
| Participant deferral / active EE | $15,312 | $7,271+110.6% | $6,569+133.1% | $5,439+181.5% |
| Admin fee / account holder | $10,226 | $13,799-25.9% | $11,283-9.4% | $10,885-6.1% |