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 | $233,764 | $133,922+74.6% | $116,228+101.1% | $142,382+64.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.67% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $11,997 | $3,446+248.2% | $2,994+300.6% | $4,299+179.0% |
| Participant deferral / active EE | $29,321 | $5,672+416.9% | $4,953+492.0% | $6,507+350.6% |
| Admin fee / account holder | $58,599 | $14,945+292.1% | $11,989+388.8% | $12,624+364.2% |