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 | $224,216 | $159,901+40.2% | $146,958+52.6% | $145,922+53.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.60% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $17,472 | $5,286+230.5% | $4,933+254.2% | $4,660+275.0% |
| Participant deferral / active EE | $14,706 | $8,428+74.5% | $8,070+82.2% | $6,688+119.9% |
| Admin fee / account holder | $21,857 | $15,044+45.3% | $12,998+68.2% | $13,397+63.1% |