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 | $227,949 | $198,466+14.9% | $170,442+33.7% | $147,584+54.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.68% | 257.29%-246.6pp | 205.93%-195.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $10,727 | $6,184+73.5% | $5,433+97.4% | $4,876+120.0% |
| Participant deferral / active EE | $6,942 | $5,629+23.3% | $4,939+40.5% | $5,439+27.6% |
| Admin fee / account holder | $1,389 | $16,852-91.8% | $13,880-90.0% | $10,885-87.2% |