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 | $239,152 | $202,318+18.2% | $172,739+38.4% | $152,861+56.5% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 24.90% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $20,344 | $5,856+247.4% | $5,143+295.6% | $4,762+327.2% |
| Participant deferral / active EE | $2,704 | $5,948-54.5% | $5,198-48.0% | $5,850-53.8% |
| Admin fee / account holder | $36,424 | $17,109+112.9% | $13,954+161.0% | $11,596+214.1% |