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 | $231,133 | $198,466+16.5% | $170,442+35.6% | $147,584+56.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.25% | 257.29%-232.0pp | 205.93%-180.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $8,775 | $6,184+41.9% | $5,433+61.5% | $4,876+79.9% |
| Participant deferral / active EE | $12,777 | $5,629+127.0% | $4,939+158.7% | $5,439+134.9% |
| Admin fee / account holder | $4,435 | $16,852-73.7% | $13,880-68.1% | $10,885-59.3% |