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 | $204,971 | $202,318+1.3% | $172,739+18.7% | $152,861+34.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.04% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $6,414 | $5,856+9.5% | $5,143+24.7% | $4,762+34.7% |
| Participant deferral / active EE | $4,445 | $5,948-25.3% | $5,198-14.5% | $5,850-24.0% |
| Admin fee / account holder | $1,731 | $17,109-89.9% | $13,954-87.6% | $11,596-85.1% |