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 | $189,294 | $202,318-6.4% | $172,739+9.6% | $152,861+23.8% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 22.47% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,941 | $5,856-15.6% | $5,143-3.9% | $4,762+3.7% |
| Participant deferral / active EE | $5,626 | $5,948-5.4% | $5,198+8.2% | $5,850-3.8% |
| Admin fee / account holder | $5,850 | $17,109-65.8% | $13,954-58.1% | $11,596-49.6% |