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 4-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 | $247,381 | $159,901+54.7% | $146,958+68.3% | $145,922+69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.95% | 98.13%-67.2pp | 418.34%-387.4pp | 561.29%-530.3pp |
| Employer contribution / active EE | $6,602 | $5,286+24.9% | $4,933+33.8% | $4,660+41.7% |
| Participant deferral / active EE | $18,828 | $8,428+123.4% | $8,070+133.3% | $6,688+181.5% |
| Admin fee / account holder | $2,648 | $15,044-82.4% | $12,998-79.6% | $13,397-80.2% |