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 | $232,344 | $180,749+28.5% | $160,784+44.5% | $137,256+69.3% |
| Participation rate | 87.0% | 80.0%+7.0pp | 77.0%+10.0pp | 80.0%+7.0pp |
| Annual return | 14.51% | 2234.46%-2220.0pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $7,610 | $4,155+83.1% | $3,733+103.9% | $4,156+83.1% |
| Participant deferral / active EE | $11,125 | $6,844+62.5% | $6,293+76.8% | $6,407+73.6% |
| Admin fee / account holder | $31,710 | $10,397+205.0% | $9,717+226.3% | $12,270+158.4% |