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 6-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 | $183,091 | $159,901+14.5% | $146,958+24.6% | $145,922+25.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.04% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $20,750 | $5,286+292.5% | $4,933+320.6% | $4,660+345.3% |
| Participant deferral / active EE | $10,961 | $8,428+30.0% | $8,070+35.8% | $6,688+63.9% |
| Admin fee / account holder | $973 | $15,044-93.5% | $12,998-92.5% | $13,397-92.7% |