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 | $208,827 | $202,318+3.2% | $172,739+20.9% | $152,861+36.6% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 22.60% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,066 | $5,856-47.6% | $5,143-40.4% | $4,762-35.6% |
| Participant deferral / active EE | $7,909 | $5,948+33.0% | $5,198+52.2% | $5,850+35.2% |
| Admin fee / account holder | $4,130 | $17,109-75.9% | $13,954-70.4% | $11,596-64.4% |