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 | $210,999 | $171,865+22.8% | $149,718+40.9% | $147,584+43.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.52% | 2113.22%-2091.7pp | 1501.63%-1480.1pp | 578.55%-557.0pp |
| Employer contribution / active EE | $10,291 | $6,275+64.0% | $5,445+89.0% | $4,876+111.0% |
| Participant deferral / active EE | $9,480 | $7,271+30.4% | $6,569+44.3% | $5,439+74.3% |
| Admin fee / account holder | $2,382 | $13,799-82.7% | $11,283-78.9% | $10,885-78.1% |