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 | $245,584 | $198,466+23.7% | $170,442+44.1% | $147,584+66.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.93% | 257.29%-244.4pp | 205.93%-193.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $8,402 | $6,184+35.9% | $5,433+54.7% | $4,876+72.3% |
| Participant deferral / active EE | $9,252 | $5,629+64.4% | $4,939+87.3% | $5,439+70.1% |
| Admin fee / account holder | $2,331 | $16,852-86.2% | $13,880-83.2% | $10,885-78.6% |