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 | $243,351 | $183,963+32.3% | $162,163+50.1% | $152,861+59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.68% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $7,720 | $6,371+21.2% | $5,614+37.5% | $4,762+62.1% |
| Participant deferral / active EE | $13,337 | $8,034+66.0% | $7,298+82.8% | $5,850+128.0% |
| Admin fee / account holder | $316 | $13,121-97.6% | $10,843-97.1% | $11,596-97.3% |