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 | $233,098 | $209,832+11.1% | $189,513+23.0% | $167,490+39.2% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 13.19% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $11,293 | $6,914+63.3% | $6,162+83.3% | $4,837+133.5% |
| Participant deferral / active EE | $12,484 | $8,935+39.7% | $8,221+51.9% | $6,341+96.9% |
| Admin fee / account holder | $25,025 | $14,293+75.1% | $12,045+107.8% | $12,309+103.3% |