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 | $212,024 | $176,056+20.4% | $159,436+33.0% | $167,490+26.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.85% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $22,654 | $5,297+327.7% | $4,829+369.1% | $4,837+368.3% |
| Participant deferral / active EE | $15,756 | $7,750+103.3% | $7,352+114.3% | $6,341+148.5% |
| Admin fee / account holder | $6,327 | $12,554-49.6% | $10,799-41.4% | $12,309-48.6% |