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 | $240,293 | $209,832+14.5% | $189,513+26.8% | $167,490+43.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.09% | 748.27%-729.2pp | 555.15%-536.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $10,337 | $6,914+49.5% | $6,162+67.8% | $4,837+113.7% |
| Participant deferral / active EE | $9,461 | $8,935+5.9% | $8,221+15.1% | $6,341+49.2% |
| Admin fee / account holder | $11,965 | $14,293-16.3% | $12,045-0.7% | $12,309-2.8% |