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 | $243,058 | $209,411+16.1% | $178,490+36.2% | $158,922+52.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.12% | 188.75%-170.6pp | 151.07%-133.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $13,154 | $5,706+130.5% | $5,011+162.5% | $4,761+176.3% |
| Participant deferral / active EE | $6,917 | $5,954+16.2% | $5,202+33.0% | $5,982+15.6% |
| Admin fee / account holder | $819 | $17,074-95.2% | $13,984-94.1% | $11,246-92.7% |