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 | $219,289 | $148,534+47.6% | $135,903+61.4% | $139,434+57.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.39% | 79.19%-49.8pp | 68.23%-38.8pp | 372.94%-343.6pp |
| Employer contribution / active EE | $9,953 | $5,243+89.8% | $4,856+104.9% | $4,751+109.5% |
| Participant deferral / active EE | $10,592 | $8,100+30.8% | $7,758+36.5% | $6,710+57.9% |
| Admin fee / account holder | $416 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |