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 | $214,227 | $202,318+5.9% | $172,739+24.0% | $152,861+40.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.44% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $6,137 | $5,856+4.8% | $5,143+19.3% | $4,762+28.9% |
| Participant deferral / active EE | $5,162 | $5,948-13.2% | $5,198-0.7% | $5,850-11.8% |
| Admin fee / account holder | $6,494 | $17,109-62.0% | $13,954-53.5% | $11,596-44.0% |