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 6-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 | $224,132 | $159,901+40.2% | $146,958+52.5% | $145,922+53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.01% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $6,909 | $5,286+30.7% | $4,933+40.0% | $4,660+48.3% |
| Participant deferral / active EE | $13,125 | $8,428+55.7% | $8,070+62.6% | $6,688+96.3% |
| Admin fee / account holder | $1,975 | $15,044-86.9% | $12,998-84.8% | $13,397-85.3% |