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 | $233,344 | $217,402+7.3% | $185,823+25.6% | $167,490+39.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.51% | 148.36%-133.9pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $20,310 | $5,873+245.8% | $5,167+293.1% | $4,837+319.9% |
| Participant deferral / active EE | $16,419 | $6,356+158.3% | $5,568+194.9% | $6,341+158.9% |
| Admin fee / account holder | $267,962 | $19,811+1252.6% | $16,237+1550.3% | $12,309+2077.0% |