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 | $247,919 | $198,466+24.9% | $170,442+45.5% | $147,584+68.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.05% | 257.29%-238.2pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,257 | $6,184-47.3% | $5,433-40.0% | $4,876-33.2% |
| Participant deferral / active EE | $7,761 | $5,629+37.9% | $4,939+57.1% | $5,439+42.7% |
| Admin fee / account holder | $4,472 | $16,852-73.5% | $13,880-67.8% | $10,885-58.9% |