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 | $195,369 | $109,817+77.9% | $98,442+98.5% | $167,490+16.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.43% | 1956.69%-1942.3pp | 1492.73%-1478.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,399 | $3,224+5.4% | $2,960+14.9% | $4,837-29.7% |
| Participant deferral / active EE | $11,893 | $4,673+154.5% | $4,276+178.1% | $6,341+87.5% |
| Admin fee / account holder | $1,786 | $6,753-73.6% | $5,949-70.0% | $12,309-85.5% |