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 | $207,160 | $176,056+17.7% | $159,436+29.9% | $167,490+23.7% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 17.78% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $10,549 | $5,297+99.1% | $4,829+118.4% | $4,837+118.1% |
| Participant deferral / active EE | $11,969 | $7,750+54.4% | $7,352+62.8% | $6,341+88.7% |
| Admin fee / account holder | $398 | $12,554-96.8% | $10,799-96.3% | $12,309-96.8% |