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 | $219,714 | $180,749+21.6% | $160,784+36.7% | $137,256+60.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.72% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,886 | $4,155-6.5% | $3,733+4.1% | $4,156-6.5% |
| Participant deferral / active EE | $11,616 | $6,844+69.7% | $6,293+84.6% | $6,407+81.3% |
| Admin fee / account holder | $3,210 | $10,397-69.1% | $9,717-67.0% | $12,270-73.8% |