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 7-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 | $210,379 | $217,402-3.2% | $185,823+13.2% | $167,490+25.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 250.56% | 148.36%+102.2pp | 122.05%+128.5pp | 478.56%-228.0pp |
| Employer contribution / active EE | $1,761 | $5,873-70.0% | $5,167-65.9% | $4,837-63.6% |
| Participant deferral / active EE | $10,111 | $6,356+59.1% | $5,568+81.6% | $6,341+59.4% |
| Admin fee / account holder | $397 | $19,811-98.0% | $16,237-97.6% | $12,309-96.8% |