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 | $219,003 | $201,272+8.8% | $184,203+18.9% | $145,922+50.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.10% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $46,632 | $7,022+564.1% | $6,427+625.6% | $4,660+900.8% |
| Participant deferral / active EE | $38,500 | $9,806+292.6% | $9,131+321.6% | $6,688+475.7% |
| Admin fee / account holder | $112,091 | $16,364+585.0% | $13,901+706.4% | $13,397+736.7% |