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 | $224,373 | $202,318+10.9% | $172,739+29.9% | $152,861+46.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.52% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $9,455 | $5,856+61.5% | $5,143+83.8% | $4,762+98.5% |
| Participant deferral / active EE | $6,097 | $5,948+2.5% | $5,198+17.3% | $5,850+4.2% |
| Admin fee / account holder | $1,365 | $17,109-92.0% | $13,954-90.2% | $11,596-88.2% |