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 | $143,109 | $72,400+97.7% | $67,502+112.0% | $145,922-1.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.33% | 7182.46%-7167.1pp | 3512.12%-3496.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $8,565 | $3,069+179.1% | $2,731+213.6% | $4,660+83.8% |
| Participant deferral / active EE | $14,399 | $4,783+201.1% | $4,000+260.0% | $6,688+115.3% |
| Admin fee / account holder | $9,042 | $5,539+63.3% | $3,998+126.2% | $13,397-32.5% |