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 | $222,783 | $201,259+10.7% | $184,200+20.9% | $145,959+52.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 62.77% | 28.98%+33.8pp | 28.80%+34.0pp | 561.95%-499.2pp |
| Employer contribution / active EE | $80,170 | $7,018+1042.3% | $6,424+1148.0% | $4,661+1620.1% |
| Participant deferral / active EE | $24,277 | $9,806+147.6% | $9,132+165.8% | $6,689+263.0% |
| Admin fee / account holder | $10,893 | $16,372-33.5% | $13,907-21.7% | $13,398-18.7% |