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 | $246,797 | $202,318+22.0% | $172,739+42.9% | $152,861+61.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.17% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $16,843 | $5,856+187.6% | $5,143+227.5% | $4,762+253.7% |
| Participant deferral / active EE | $13,362 | $5,948+124.6% | $5,198+157.1% | $5,850+128.4% |
| Admin fee / account holder | $4,802 | $17,109-71.9% | $13,954-65.6% | $11,596-58.6% |