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 | $245,945 | $181,894+35.2% | $156,549+57.1% | $273,961-10.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 215.79% | 30.74%+185.1pp | 32.23%+183.6pp | 41.45%+174.3pp |
| Employer contribution / active EE | $13,176 | $6,248+110.9% | $5,501+139.5% | $4,869+170.6% |
| Participant deferral / active EE | $7,858 | $5,550+41.6% | $4,871+61.3% | $5,287+48.6% |
| Admin fee / account holder | $1,656 | $15,559-89.4% | $13,027-87.3% | $10,132-83.7% |