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 | $160,852 | $126,574+27.1% | $106,213+51.4% | $145,922+10.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.71% | 224.79%-216.1pp | 116.14%-107.4pp | 561.29%-552.6pp |
| Employer contribution / active EE | $9,705 | $3,730+160.2% | $3,171+206.0% | $4,660+108.3% |
| Participant deferral / active EE | $18,302 | $5,724+219.8% | $5,016+264.9% | $6,688+173.7% |
| Admin fee / account holder | $270,547 | $17,304+1463.5% | $11,033+2352.1% | $13,397+1919.5% |