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 | $213,719 | $202,318+5.6% | $172,739+23.7% | $152,861+39.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.78% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $5,663 | $5,856-3.3% | $5,143+10.1% | $4,762+18.9% |
| Participant deferral / active EE | $4,393 | $5,948-26.1% | $5,198-15.5% | $5,850-24.9% |
| Admin fee / account holder | $2,106 | $17,109-87.7% | $13,954-84.9% | $11,596-81.8% |