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 | $160,043 | $121,625+31.6% | $104,607+53.0% | $158,922+0.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.01% | 465.26%-456.3pp | 340.46%-331.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $5,238 | $3,163+65.6% | $2,681+95.4% | $4,761+10.0% |
| Participant deferral / active EE | $22,903 | $4,177+448.3% | $3,740+512.4% | $5,982+282.9% |
| Admin fee / account holder | $96,933 | $7,787+1144.9% | $6,473+1397.5% | $11,246+762.0% |