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 | $210,247 | $198,466+5.9% | $170,442+23.4% | $147,584+42.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.48% | 257.29%-230.8pp | 205.93%-179.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $7,016 | $6,184+13.5% | $5,433+29.1% | $4,876+43.9% |
| Participant deferral / active EE | $4,853 | $5,629-13.8% | $4,939-1.7% | $5,439-10.8% |
| Admin fee / account holder | $695 | $16,852-95.9% | $13,880-95.0% | $10,885-93.6% |