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 3-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 | $220,520 | $202,432+8.9% | $169,368+30.2% | $139,434+58.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.20% | 531.74%-503.5pp | 405.60%-377.4pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,888 | $4,692-59.8% | $4,013-52.9% | $4,751-60.3% |
| Participant deferral / active EE | $6,000 | $6,938-13.5% | $6,221-3.6% | $6,710-10.6% |
| Admin fee / account holder | $3,663 | $10,708-65.8% | $9,003-59.3% | $11,403-67.9% |