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 | $183,502 | $183,5190% | $155,509+18.0% | $145,922+25.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.38% | 61.17%-41.8pp | 64.67%-45.3pp | 561.29%-541.9pp |
| Employer contribution / active EE | $36,917 | $5,313+594.9% | $4,672+690.1% | $4,660+692.3% |
| Participant deferral / active EE | $26,803 | $6,462+314.7% | $5,626+376.4% | $6,688+300.8% |
| Admin fee / account holder | $84,713 | $19,313+338.6% | $15,912+432.4% | $13,397+532.3% |