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 6-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 | $214,225 | $165,984+29.1% | $164,813+30.0% | $145,922+46.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.78% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.5pp |
| Employer contribution / active EE | $7,333 | $5,273+39.1% | $4,341+68.9% | $4,660+57.4% |
| Participant deferral / active EE | $16,779 | $6,959+141.1% | $6,031+178.2% | $6,688+150.9% |
| Admin fee / account holder | $1,024 | $16,648-93.8% | $12,690-91.9% | $13,397-92.4% |