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 | $164,115 | $202,318-18.9% | $172,739-5.0% | $152,861+7.4% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 23.91% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $8,436 | $5,856+44.1% | $5,143+64.0% | $4,762+77.1% |
| Participant deferral / active EE | $5,150 | $5,948-13.4% | $5,198-0.9% | $5,850-12.0% |
| Admin fee / account holder | $1,207 | $17,109-92.9% | $13,954-91.3% | $11,596-89.6% |