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 | $237,078 | $135,952+74.4% | $123,892+91.4% | $273,961-13.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7132.56% | 56.63%+7075.9pp | 47.52%+7085.0pp | 41.45%+7091.1pp |
| Employer contribution / active EE | $25,171 | $5,170+386.9% | $4,617+445.2% | $4,869+417.0% |
| Participant deferral / active EE | $8,720 | $6,343+37.5% | $5,984+45.7% | $5,287+64.9% |
| Admin fee / account holder | $2,687 | $9,817-72.6% | $8,357-67.8% | $10,132-73.5% |