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 | $222,019 | $202,318+9.7% | $172,739+28.5% | $152,861+45.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.44% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $7,440 | $5,856+27.0% | $5,143+44.7% | $4,762+56.2% |
| Participant deferral / active EE | $12,642 | $5,948+112.5% | $5,198+143.2% | $5,850+116.1% |
| Admin fee / account holder | $894 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |