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 | $239,787 | $183,963+30.3% | $162,163+47.9% | $152,861+56.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.21% | 150.76%-122.6pp | 115.59%-87.4pp | 345.32%-317.1pp |
| Employer contribution / active EE | $20,767 | $6,371+226.0% | $5,614+269.9% | $4,762+336.1% |
| Participant deferral / active EE | $17,680 | $8,034+120.1% | $7,298+142.3% | $5,850+202.2% |
| Admin fee / account holder | $1,244 | $13,121-90.5% | $10,843-88.5% | $11,596-89.3% |