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 | $221,237 | $90,503+144.5% | $78,689+181.2% | $273,961-19.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 696.11% | 75.60%+620.5pp | 62.18%+633.9pp | 41.45%+654.7pp |
| Employer contribution / active EE | $17,271 | $3,176+443.8% | $2,851+505.9% | $4,869+254.7% |
| Participant deferral / active EE | $13,600 | $3,901+248.6% | $3,517+286.7% | $5,287+157.2% |
| Admin fee / account holder | $1,681 | $5,263-68.1% | $4,510-62.7% | $10,132-83.4% |