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 | $236,054 | $198,466+18.9% | $170,442+38.5% | $147,584+59.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.54% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $18,240 | $6,184+195.0% | $5,433+235.8% | $4,876+274.1% |
| Participant deferral / active EE | $12,970 | $5,629+130.4% | $4,939+162.6% | $5,439+138.5% |
| Admin fee / account holder | $29,406 | $16,852+74.5% | $13,880+111.8% | $10,885+170.1% |