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 | $246,527 | $183,963+34.0% | $162,163+52.0% | $152,861+61.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 18.19% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $13,579 | $6,371+113.2% | $5,614+141.9% | $4,762+185.1% |
| Participant deferral / active EE | $17,727 | $8,034+120.7% | $7,298+142.9% | $5,850+203.0% |
| Admin fee / account holder | $74,798 | $13,121+470.0% | $10,843+589.9% | $11,596+545.0% |