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 | $162,144 | $78,705+106.0% | $117,854+37.6% | $70,131+131.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 139.02% | 23.30%+115.7pp | 335.08%-196.1pp | 73.14%+65.9pp |
| Employer contribution / active EE | $8,006 | $2,223+260.1% | $3,786+111.5% | $2,342+241.8% |
| Participant deferral / active EE | $2,938 | $3,297-10.9% | $4,482-34.5% | $3,332-11.8% |
| Admin fee / account holder | $14,797 | $5,065+192.1% | $8,020+84.5% | $4,645+218.5% |