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 | $193,237 | $180,749+6.9% | $160,784+20.2% | $137,256+40.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 28.99% | 2234.46%-2205.5pp | 1803.92%-1774.9pp | 220.34%-191.4pp |
| Employer contribution / active EE | $5,279 | $4,155+27.1% | $3,733+41.4% | $4,156+27.0% |
| Participant deferral / active EE | $17,653 | $6,844+157.9% | $6,293+180.5% | $6,407+175.5% |
| Admin fee / account holder | $1,970 | $10,397-81.1% | $9,717-79.7% | $12,270-83.9% |