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 | $166,583 | $158,398+5.2% | $126,539+31.6% | $142,382+17.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.64% | 593.76%-578.1pp | 425.95%-410.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $8,922 | $4,650+91.9% | $3,674+142.8% | $4,299+107.5% |
| Participant deferral / active EE | $14,565 | $4,767+205.5% | $4,083+256.7% | $6,507+123.8% |
| Admin fee / account holder | $67,389 | $6,918+874.1% | $6,065+1011.2% | $12,624+433.8% |