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 | $206,313 | $202,318+2.0% | $172,739+19.4% | $152,861+35.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 17.90% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $21,651 | $5,856+269.7% | $5,143+321.0% | $4,762+354.6% |
| Participant deferral / active EE | $12,306 | $5,948+106.9% | $5,198+136.8% | $5,850+110.3% |
| Admin fee / account holder | $60,103 | $17,109+251.3% | $13,954+330.7% | $11,596+418.3% |