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 | $232,151 | $209,411+10.9% | $178,490+30.1% | $158,922+46.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.55% | 188.75%-180.2pp | 151.07%-142.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $7,548 | $5,706+32.3% | $5,011+50.6% | $4,761+58.5% |
| Participant deferral / active EE | $22,236 | $5,954+273.4% | $5,202+327.5% | $5,982+271.7% |
| Admin fee / account holder | $93,370 | $17,074+446.8% | $13,984+567.7% | $11,246+730.3% |