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 | $243,121 | $159,901+52.0% | $146,958+65.4% | $145,922+66.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $10,878 | $5,286+105.8% | $4,933+120.5% | $4,660+133.5% |
| Participant deferral / active EE | $10,612 | $8,428+25.9% | $8,070+31.5% | $6,688+58.7% |
| Admin fee / account holder | $1,532 | $15,044-89.8% | $12,998-88.2% | $13,397-88.6% |