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 | $232,205 | $198,466+17.0% | $170,442+36.2% | $147,584+57.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.99% | 257.29%-237.3pp | 205.93%-185.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $11,781 | $6,184+90.5% | $5,433+116.9% | $4,876+141.6% |
| Participant deferral / active EE | $9,009 | $5,629+60.0% | $4,939+82.4% | $5,439+65.7% |
| Admin fee / account holder | $1,062 | $16,852-93.7% | $13,880-92.3% | $10,885-90.2% |