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 3-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 | $192,802 | $111,754+72.5% | $103,333+86.6% | $145,922+32.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 259.12% | 24.77%+234.4pp | 24.88%+234.2pp | 561.29%-302.2pp |
| Employer contribution / active EE | $15,000 | $4,212+256.1% | $3,868+287.8% | $4,660+221.9% |
| Participant deferral / active EE | $26,750 | $5,619+376.1% | $5,057+428.9% | $6,688+300.0% |
| Admin fee / account holder | $15,677 | $9,750+60.8% | $8,355+87.6% | $13,397+17.0% |