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 | $236,568 | $202,318+16.9% | $172,739+37.0% | $152,861+54.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.60% | 1029.65%-1008.1pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $8,303 | $5,856+41.8% | $5,143+61.5% | $4,762+74.4% |
| Participant deferral / active EE | $4,444 | $5,948-25.3% | $5,198-14.5% | $5,850-24.0% |
| Admin fee / account holder | $2,412 | $17,109-85.9% | $13,954-82.7% | $11,596-79.2% |