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 | $180,951 | $176,662+2.4% | $130,648+38.5% | $152,861+18.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 25.27% | 2692.24%-2667.0pp | 1708.96%-1683.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $28,000 | $5,742+387.6% | $4,092+584.3% | $4,762+488.0% |
| Participant deferral / active EE | $688 | $4,361-84.2% | $3,603-80.9% | $5,850-88.2% |
| Admin fee / account holder | $2,201 | $7,133-69.1% | $5,464-59.7% | $11,596-81.0% |