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 | $225,615 | $198,466+13.7% | $170,442+32.4% | $147,584+52.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.82% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $5,299 | $6,184-14.3% | $5,433-2.5% | $4,876+8.7% |
| Participant deferral / active EE | $6,494 | $5,629+15.4% | $4,939+31.5% | $5,439+19.4% |
| Admin fee / account holder | $19,289 | $16,852+14.5% | $13,880+39.0% | $10,885+77.2% |