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 | $189,765 | $171,865+10.4% | $149,718+26.7% | $147,584+28.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.81% | 2113.22%-2102.4pp | 1501.63%-1490.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $8,193 | $6,275+30.6% | $5,445+50.5% | $4,876+68.0% |
| Participant deferral / active EE | $9,341 | $7,271+28.5% | $6,569+42.2% | $5,439+71.7% |
| Admin fee / account holder | $1,354 | $13,799-90.2% | $11,283-88.0% | $10,885-87.6% |