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 9-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 | $188,655 | $202,318-6.8% | $172,739+9.2% | $152,861+23.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 25.56% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,699 | $5,856-36.8% | $5,143-28.1% | $4,762-22.3% |
| Participant deferral / active EE | $9,141 | $5,948+53.7% | $5,198+75.9% | $5,850+56.3% |
| Admin fee / account holder | $2,771 | $17,109-83.8% | $13,954-80.1% | $11,596-76.1% |