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 | $234,389 | $202,318+15.9% | $172,739+35.7% | $152,861+53.3% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 22.56% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $9,596 | $5,856+63.9% | $5,143+86.6% | $4,762+101.5% |
| Participant deferral / active EE | $7,400 | $5,948+24.4% | $5,198+42.4% | $5,850+26.5% |
| Admin fee / account holder | $2,917 | $17,109-83.0% | $13,954-79.1% | $11,596-74.8% |