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 | $199,350 | $202,318-1.5% | $172,739+15.4% | $152,861+30.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.68% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,069 | $5,856-13.4% | $5,143-1.4% | $4,762+6.4% |
| Participant deferral / active EE | $5,048 | $5,948-15.1% | $5,198-2.9% | $5,850-13.7% |
| Admin fee / account holder | $11,343 | $17,109-33.7% | $13,954-18.7% | $11,596-2.2% |