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 | $213,329 | $159,901+33.4% | $146,958+45.2% | $145,922+46.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.95% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $15,578 | $5,286+194.7% | $4,933+215.8% | $4,660+234.3% |
| Participant deferral / active EE | $10,726 | $8,428+27.3% | $8,070+32.9% | $6,688+60.4% |
| Admin fee / account holder | $3,822 | $15,044-74.6% | $12,998-70.6% | $13,397-71.5% |