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 | $169,923 | $202,318-16.0% | $172,739-1.6% | $152,861+11.2% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 24.64% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $10,518 | $5,856+79.6% | $5,143+104.5% | $4,762+120.9% |
| Participant deferral / active EE | $5,905 | $5,948-0.7% | $5,198+13.6% | $5,850+0.9% |
| Admin fee / account holder | $4,259 | $17,109-75.1% | $13,954-69.5% | $11,596-63.3% |