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 4-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 | $234,529 | $214,378+9.4% | $200,582+16.9% | $142,382+64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 60.96% | 46.41%+14.6pp | 42.33%+18.6pp | 217.08%-156.1pp |
| Employer contribution / active EE | $11,512 | $6,841+68.3% | $6,419+79.4% | $4,299+167.8% |
| Participant deferral / active EE | $11,942 | $9,865+21.1% | $9,331+28.0% | $6,507+83.5% |
| Admin fee / account holder | $12,323 | $17,692-30.3% | $16,305-24.4% | $12,624-2.4% |