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 | $210,690 | $209,411+0.6% | $178,490+18.0% | $158,922+32.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.62% | 188.75%-163.1pp | 151.07%-125.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $6,185 | $5,706+8.4% | $5,011+23.4% | $4,761+29.9% |
| Participant deferral / active EE | $5,978 | $5,954+0.4% | $5,202+14.9% | $5,982-0.1% |
| Admin fee / account holder | $29,990 | $17,074+75.6% | $13,984+114.5% | $11,246+166.7% |