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 | $191,954 | $177,572+8.1% | $154,803+24.0% | $142,382+34.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 731.29% | 65.07%+666.2pp | 58.88%+672.4pp | 217.08%+514.2pp |
| Employer contribution / active EE | $8,317 | $4,810+72.9% | $4,305+93.2% | $4,299+93.4% |
| Participant deferral / active EE | $17,104 | $6,272+172.7% | $5,540+208.7% | $6,507+162.8% |
| Admin fee / account holder | $1,422 | $16,786-91.5% | $14,329-90.1% | $12,624-88.7% |