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 | $205,289 | $180,449+13.8% | $154,107+33.2% | $135,375+51.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 11.32% | 888.09%-876.8pp | 735.12%-723.8pp | 519.73%-508.4pp |
| Employer contribution / active EE | $5,260 | $6,035-12.8% | $5,298-0.7% | $4,779+10.1% |
| Participant deferral / active EE | $7,193 | $5,806+23.9% | $5,081+41.6% | $5,609+28.2% |
| Admin fee / account holder | $338 | $16,143-97.9% | $13,411-97.5% | $10,827-96.9% |