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 | $232,964 | $202,318+15.1% | $172,739+34.9% | $152,861+52.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.77% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,571 | $5,856-39.0% | $5,143-30.6% | $4,762-25.0% |
| Participant deferral / active EE | $7,607 | $5,948+27.9% | $5,198+46.4% | $5,850+30.0% |
| Admin fee / account holder | $2,239 | $17,109-86.9% | $13,954-84.0% | $11,596-80.7% |