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 | $237,053 | $197,591+20.0% | $177,821+33.3% | $158,922+49.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 91.58% | 58.76%+32.8pp | 48.32%+43.3pp | 302.83%-211.2pp |
| Employer contribution / active EE | $23,805 | $6,697+255.4% | $5,918+302.2% | $4,761+400.0% |
| Participant deferral / active EE | $14,340 | $8,405+70.6% | $7,714+85.9% | $5,982+139.7% |
| Admin fee / account holder | $363 | $15,399-97.6% | $12,427-97.1% | $11,246-96.8% |