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 | $239,083 | $202,318+18.2% | $172,739+38.4% | $152,861+56.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.20% | 1029.65%-1008.5pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $43,333 | $5,856+640.0% | $5,143+742.6% | $4,762+809.9% |
| Participant deferral / active EE | $13,667 | $5,948+129.8% | $5,198+162.9% | $5,850+133.6% |
| Admin fee / account holder | $16,555 | $17,109-3.2% | $13,954+18.6% | $11,596+42.8% |