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 | $206,486 | $202,318+2.1% | $172,739+19.5% | $152,861+35.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.02% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,949 | $5,856-66.7% | $5,143-62.1% | $4,762-59.1% |
| Participant deferral / active EE | $6,417 | $5,948+7.9% | $5,198+23.5% | $5,850+9.7% |
| Admin fee / account holder | $37,126 | $17,109+117.0% | $13,954+166.1% | $11,596+220.2% |