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 | $238,134 | $202,432+17.6% | $169,368+40.6% | $139,434+70.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.74% | 531.74%-518.0pp | 405.60%-391.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $8,605 | $4,692+83.4% | $4,013+114.4% | $4,751+81.1% |
| Participant deferral / active EE | $20,509 | $6,938+195.6% | $6,221+229.6% | $6,710+205.6% |
| Admin fee / account holder | $17,559 | $10,708+64.0% | $9,003+95.0% | $11,403+54.0% |