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 | $245,233 | $198,466+23.6% | $170,442+43.9% | $147,584+66.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.00% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $11,902 | $6,184+92.5% | $5,433+119.1% | $4,876+144.1% |
| Participant deferral / active EE | $7,841 | $5,629+39.3% | $4,939+58.7% | $5,439+44.2% |
| Admin fee / account holder | $318 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |