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 | $184,553 | $169,032+9.2% | $129,207+42.8% | $145,922+26.5% |
| Participation rate | 92.3% | 76.4%+15.9pp | 69.6%+22.7pp | 80.3%+12.0pp |
| Annual return | 9.26% | 14330.11%-14320.9pp | 9417.33%-9408.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $7,900 | $5,537+42.7% | $4,153+90.2% | $4,660+69.5% |
| Participant deferral / active EE | $8,135 | $4,987+63.1% | $4,168+95.2% | $6,688+21.6% |
| Admin fee / account holder | $7,245 | $9,954-27.2% | $7,715-6.1% | $13,397-45.9% |