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 | $199,484 | $180,749+10.4% | $160,784+24.1% | $137,256+45.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.55% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,187 | $4,155+73.0% | $3,733+92.5% | $4,156+72.9% |
| Participant deferral / active EE | $24,380 | $6,844+256.2% | $6,293+287.4% | $6,407+280.5% |
| Admin fee / account holder | $19,585 | $10,397+88.4% | $9,717+101.6% | $12,270+59.6% |