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 3-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 | $233,160 | $159,602+46.1% | $150,045+55.4% | $142,382+63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 260.02% | 70.24%+189.8pp | 62.55%+197.5pp | 217.08%+42.9pp |
| Employer contribution / active EE | $18,139 | $4,961+265.7% | $4,693+286.5% | $4,299+321.9% |
| Participant deferral / active EE | $8,527 | $8,310+2.6% | $7,997+6.6% | $6,507+31.0% |
| Admin fee / account holder | $1,714 | $14,846-88.5% | $13,435-87.2% | $12,624-86.4% |