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 | $244,824 | $202,318+21.0% | $172,739+41.7% | $152,861+60.2% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 17.90% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $11,566 | $5,856+97.5% | $5,143+124.9% | $4,762+142.9% |
| Participant deferral / active EE | $8,636 | $5,948+45.2% | $5,198+66.2% | $5,850+47.6% |
| Admin fee / account holder | $111,908 | $17,109+554.1% | $13,954+702.0% | $11,596+865.0% |