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 | $233,398 | $121,625+91.9% | $104,607+123.1% | $158,922+46.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 20.42% | 465.26%-444.8pp | 340.46%-320.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $12,809 | $3,163+305.0% | $2,681+377.8% | $4,761+169.0% |
| Participant deferral / active EE | $10,400 | $4,177+149.0% | $3,740+178.1% | $5,982+73.9% |
| Admin fee / account holder | $37,123 | $7,787+376.8% | $6,473+473.5% | $11,246+230.1% |