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 | $194,283 | $183,963+5.6% | $162,163+19.8% | $152,861+27.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.12% | 150.76%-125.6pp | 115.59%-90.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $14,479 | $6,371+127.3% | $5,614+157.9% | $4,762+204.0% |
| Participant deferral / active EE | $9,870 | $8,034+22.9% | $7,298+35.2% | $5,850+68.7% |
| Admin fee / account holder | $37,854 | $13,121+188.5% | $10,843+249.1% | $11,596+226.4% |