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 5-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 | $231,095 | $159,901+44.5% | $146,958+57.3% | $145,922+58.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.86% | 98.13%-75.3pp | 418.34%-395.5pp | 561.29%-538.4pp |
| Employer contribution / active EE | $19,490 | $5,286+268.7% | $4,933+295.1% | $4,660+318.3% |
| Participant deferral / active EE | $17,508 | $8,428+107.7% | $8,070+117.0% | $6,688+161.8% |
| Admin fee / account holder | $1,117 | $15,044-92.6% | $12,998-91.4% | $13,397-91.7% |