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 | $241,007 | $171,865+40.2% | $149,718+61.0% | $147,584+63.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.66% | 2113.22%-2093.6pp | 1501.63%-1482.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $14,616 | $6,275+132.9% | $5,445+168.4% | $4,876+199.7% |
| Participant deferral / active EE | $6,081 | $7,271-16.4% | $6,569-7.4% | $5,439+11.8% |
| Admin fee / account holder | $342 | $13,799-97.5% | $11,283-97.0% | $10,885-96.9% |