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 | $233,716 | $165,984+40.8% | $164,813+41.8% | $145,922+60.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.78% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.5pp |
| Employer contribution / active EE | $6,038 | $5,273+14.5% | $4,341+39.1% | $4,660+29.6% |
| Participant deferral / active EE | $20,873 | $6,959+199.9% | $6,031+246.1% | $6,688+212.1% |
| Admin fee / account holder | $56,149 | $16,648+237.3% | $12,690+342.5% | $13,397+319.1% |