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 | $249,172 | $209,411+19.0% | $178,490+39.6% | $158,922+56.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.00% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,998 | $5,706-65.0% | $5,011-60.1% | $4,761-58.0% |
| Participant deferral / active EE | $14,230 | $5,954+139.0% | $5,202+173.6% | $5,982+137.9% |
| Admin fee / account holder | $664 | $17,074-96.1% | $13,984-95.2% | $11,246-94.1% |