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 | $188,372 | $175,202+7.5% | $149,673+25.9% | $139,434+35.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.66% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $9,223 | $5,474+68.5% | $4,818+91.4% | $4,751+94.1% |
| Participant deferral / active EE | $7,560 | $6,519+16.0% | $5,680+33.1% | $6,710+12.7% |
| Admin fee / account holder | $506 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |