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 | $221,111 | $226,064-2.2% | $182,532+21.1% | $152,861+44.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.87% | 192.51%-177.6pp | 148.54%-133.7pp | 345.32%-330.5pp |
| Employer contribution / active EE | $11,304 | $4,978+127.1% | $4,076+177.3% | $4,762+137.4% |
| Participant deferral / active EE | $14,592 | $6,368+129.2% | $5,524+164.1% | $5,850+149.4% |
| Admin fee / account holder | $162,457 | $10,703+1417.9% | $8,592+1790.8% | $11,596+1300.9% |