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 | $222,912 | $107,334+107.7% | $92,893+140.0% | $152,861+45.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.64% | 145.58%-120.9pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $15,933 | $4,221+277.5% | $3,653+336.2% | $4,762+234.6% |
| Participant deferral / active EE | $8,803 | $4,845+81.7% | $4,236+107.8% | $5,850+50.5% |
| Admin fee / account holder | $1,086 | $7,079-84.7% | $5,794-81.3% | $11,596-90.6% |