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 | $209,266 | $209,3360% | $197,124+6.2% | $137,256+52.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.52% | 48.09%-31.6pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $9,925 | $6,591+50.6% | $6,227+59.4% | $4,156+138.8% |
| Participant deferral / active EE | $13,737 | $9,614+42.9% | $9,135+50.4% | $6,407+114.4% |
| Admin fee / account holder | $37,786 | $17,308+118.3% | $16,298+131.8% | $12,270+207.9% |