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 | $230,179 | $202,318+13.8% | $172,739+33.3% | $152,861+50.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.98% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $9,059 | $5,856+54.7% | $5,143+76.1% | $4,762+90.2% |
| Participant deferral / active EE | $6,562 | $5,948+10.3% | $5,198+26.2% | $5,850+12.2% |
| Admin fee / account holder | $1,350 | $17,109-92.1% | $13,954-90.3% | $11,596-88.4% |