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 | $215,777 | $169,032+27.7% | $129,207+67.0% | $145,922+47.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.38% | 14330.11%-14321.7pp | 9417.33%-9408.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $8,855 | $5,537+59.9% | $4,153+113.2% | $4,660+90.0% |
| Participant deferral / active EE | $5,865 | $4,987+17.6% | $4,168+40.7% | $6,688-12.3% |
| Admin fee / account holder | $942 | $9,954-90.5% | $7,715-87.8% | $13,397-93.0% |