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 | $197,746 | $202,318-2.3% | $172,739+14.5% | $152,861+29.4% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 26.20% | 1029.65%-1003.5pp | 802.84%-776.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $8,665 | $5,856+48.0% | $5,143+68.5% | $4,762+81.9% |
| Participant deferral / active EE | $6,211 | $5,948+4.4% | $5,198+19.5% | $5,850+6.2% |
| Admin fee / account holder | $1,373 | $17,109-92.0% | $13,954-90.2% | $11,596-88.2% |