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 | $185,177 | $202,318-8.5% | $172,739+7.2% | $152,861+21.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 22.14% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $5,148 | $5,856-12.1% | $5,143+0.1% | $4,762+8.1% |
| Participant deferral / active EE | $7,427 | $5,948+24.9% | $5,198+42.9% | $5,850+27.0% |
| Admin fee / account holder | $10,616 | $17,109-38.0% | $13,954-23.9% | $11,596-8.5% |