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 | $227,246 | $176,662+28.6% | $130,648+73.9% | $152,861+48.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.62% | 2692.24%-2671.6pp | 1708.96%-1688.3pp | 345.32%-324.7pp |
| Employer contribution / active EE | $16,976 | $5,742+195.6% | $4,092+314.9% | $4,762+256.5% |
| Participant deferral / active EE | $14,905 | $4,361+241.7% | $3,603+313.7% | $5,850+154.8% |
| Admin fee / account holder | $3,695 | $7,133-48.2% | $5,464-32.4% | $11,596-68.1% |