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 | $199,115 | $175,202+13.6% | $149,673+33.0% | $139,434+42.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.97% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $30,219 | $5,474+452.0% | $4,818+527.3% | $4,751+536.1% |
| Participant deferral / active EE | $20,738 | $6,519+218.1% | $5,680+265.1% | $6,710+209.1% |
| Admin fee / account holder | $54,239 | $16,150+235.8% | $13,210+310.6% | $11,403+375.7% |