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 | $199,067 | $150,440+32.3% | $136,294+46.1% | $147,584+34.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.49% | 1049.08%-1031.6pp | 5155.94%-5138.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $3,311 | $5,256-37.0% | $4,695-29.5% | $4,876-32.1% |
| Participant deferral / active EE | $16,111 | $6,630+143.0% | $6,247+157.9% | $5,439+196.2% |
| Admin fee / account holder | $30,768 | $10,905+182.1% | $9,243+232.9% | $10,885+182.7% |