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 6-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 | $245,320 | $159,901+53.4% | $146,958+66.9% | $145,922+68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.86% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $9,786 | $5,286+85.1% | $4,933+98.4% | $4,660+110.0% |
| Participant deferral / active EE | $22,571 | $8,428+167.8% | $8,070+179.7% | $6,688+237.5% |
| Admin fee / account holder | $8,304 | $15,044-44.8% | $12,998-36.1% | $13,397-38.0% |