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 | $233,089 | $202,318+15.2% | $172,739+34.9% | $152,861+52.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.07% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,552 | $5,856-56.4% | $5,143-50.4% | $4,762-46.4% |
| Participant deferral / active EE | $5,472 | $5,948-8.0% | $5,198+5.3% | $5,850-6.5% |
| Admin fee / account holder | $207,316 | $17,109+1111.8% | $13,954+1385.7% | $11,596+1687.8% |