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 | $249,641 | $159,901+56.1% | $146,958+69.9% | $145,922+71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $6,093 | $5,286+15.3% | $4,933+23.5% | $4,660+30.8% |
| Participant deferral / active EE | $10,345 | $8,428+22.7% | $8,070+28.2% | $6,688+54.7% |
| Admin fee / account holder | $9,283 | $15,044-38.3% | $12,998-28.6% | $13,397-30.7% |