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 | $192,102 | $171,865+11.8% | $149,718+28.3% | $147,584+30.2% |
| Participation rate | 88.2% | 88.2%0pp | 87.1%+1.2pp | 82.8%+5.4pp |
| Annual return | 14.96% | 2113.22%-2098.3pp | 1501.63%-1486.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,614 | $6,275-58.3% | $5,445-52.0% | $4,876-46.4% |
| Participant deferral / active EE | $8,714 | $7,271+19.8% | $6,569+32.7% | $5,439+60.2% |
| Admin fee / account holder | $1,648 | $13,799-88.1% | $11,283-85.4% | $10,885-84.9% |