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 | $184,111 | $144,119+27.7% | $117,854+56.2% | $147,584+24.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.87% | 531.15%-512.3pp | 335.08%-316.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $10,930 | $4,896+123.2% | $3,786+188.7% | $4,876+124.1% |
| Participant deferral / active EE | $5,876 | $5,316+10.5% | $4,482+31.1% | $5,439+8.0% |
| Admin fee / account holder | $973 | $10,886-91.1% | $8,020-87.9% | $10,885-91.1% |