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 | $239,292 | $144,119+66.0% | $117,854+103.0% | $147,584+62.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.18% | 531.15%-518.0pp | 335.08%-321.9pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,615 | $4,896-5.8% | $3,786+21.9% | $4,876-5.4% |
| Participant deferral / active EE | $11,830 | $5,316+122.5% | $4,482+164.0% | $5,439+117.5% |
| Admin fee / account holder | $2,171 | $10,886-80.1% | $8,020-72.9% | $10,885-80.1% |