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 | $233,432 | $180,749+29.1% | $160,784+45.2% | $137,256+70.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.11% | 2234.46%-2220.4pp | 1803.92%-1789.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,104 | $4,155+22.8% | $3,733+36.7% | $4,156+22.8% |
| Participant deferral / active EE | $14,986 | $6,844+119.0% | $6,293+138.1% | $6,407+133.9% |
| Admin fee / account holder | $1,838 | $10,397-82.3% | $9,717-81.1% | $12,270-85.0% |