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 | $245,369 | $217,402+12.9% | $185,823+32.0% | $167,490+46.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.48% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $9,765 | $5,873+66.3% | $5,167+89.0% | $4,837+101.9% |
| Participant deferral / active EE | $9,827 | $6,356+54.6% | $5,568+76.5% | $6,341+55.0% |
| Admin fee / account holder | $2,600 | $19,811-86.9% | $16,237-84.0% | $12,309-78.9% |