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 | $199,945 | $160,055+24.9% | $140,016+42.8% | $135,375+47.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.23% | 911.38%-901.1pp | 651.12%-640.9pp | 519.73%-509.5pp |
| Employer contribution / active EE | $11,391 | $6,420+77.4% | $5,606+103.2% | $4,779+138.4% |
| Participant deferral / active EE | $14,190 | $7,642+85.7% | $6,927+104.8% | $5,609+153.0% |
| Admin fee / account holder | $35,045 | $13,328+162.9% | $10,705+227.4% | $10,827+223.7% |