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 | $169,032+41.3% | $129,207+84.9% | $145,922+63.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.78% | 14330.11%-14320.3pp | 9417.33%-9407.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $8,863 | $5,537+60.1% | $4,153+113.4% | $4,660+90.2% |
| Participant deferral / active EE | $22,498 | $4,987+351.1% | $4,168+439.8% | $6,688+236.4% |
| Admin fee / account holder | $15,411 | $9,954+54.8% | $7,715+99.8% | $13,397+15.0% |