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 | $215,104 | $202,318+6.3% | $172,739+24.5% | $152,861+40.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.97% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $10,737 | $5,856+83.4% | $5,143+108.8% | $4,762+125.5% |
| Participant deferral / active EE | $8,302 | $5,948+39.6% | $5,198+59.7% | $5,850+41.9% |
| Admin fee / account holder | $6,188 | $17,109-63.8% | $13,954-55.7% | $11,596-46.6% |