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 | $227,046 | $202,318+12.2% | $172,739+31.4% | $152,861+48.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 20.78% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $5,661 | $5,856-3.3% | $5,143+10.1% | $4,762+18.9% |
| Participant deferral / active EE | $7,441 | $5,948+25.1% | $5,198+43.2% | $5,850+27.2% |
| Admin fee / account holder | $3,039 | $17,109-82.2% | $13,954-78.2% | $11,596-73.8% |