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 | $238,902 | $169,161+41.2% | $129,295+84.8% | $145,959+63.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.78% | 14348.07%-14338.3pp | 9429.28%-9419.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $8,863 | $5,543+59.9% | $4,157+113.2% | $4,661+90.2% |
| Participant deferral / active EE | $22,498 | $4,989+350.9% | $4,169+439.6% | $6,689+236.4% |
| Admin fee / account holder | $15,411 | $9,878+56.0% | $7,665+101.1% | $13,398+15.0% |