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 | $207,149 | $144,119+43.7% | $117,854+75.8% | $147,584+40.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.50% | 531.15%-516.6pp | 335.08%-320.6pp | 578.55%-564.0pp |
| Employer contribution / active EE | $30,713 | $4,896+527.2% | $3,786+711.2% | $4,876+529.8% |
| Participant deferral / active EE | $17,963 | $5,316+237.9% | $4,482+300.8% | $5,439+230.3% |
| Admin fee / account holder | $1,929 | $10,886-82.3% | $8,020-75.9% | $10,885-82.3% |