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 | $245,204 | $138,065+77.6% | $123,544+98.5% | $135,375+81.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.12% | 153.68%-150.6pp | 119.20%-116.1pp | 519.73%-516.6pp |
| Employer contribution / active EE | $13,245 | $5,151+157.1% | $4,628+186.2% | $4,779+177.2% |
| Participant deferral / active EE | $8,167 | $6,799+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $816 | $10,916-92.5% | $9,284-91.2% | $10,827-92.5% |