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 | $230,941 | $209,832+10.1% | $189,513+21.9% | $167,490+37.9% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 25.43% | 748.27%-722.8pp | 555.15%-529.7pp | 478.56%-453.1pp |
| Employer contribution / active EE | $4,164 | $6,914-39.8% | $6,162-32.4% | $4,837-13.9% |
| Participant deferral / active EE | $10,006 | $8,935+12.0% | $8,221+21.7% | $6,341+57.8% |
| Admin fee / account holder | $28,103 | $14,293+96.6% | $12,045+133.3% | $12,309+128.3% |