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 | $215,613 | $202,318+6.6% | $172,739+24.8% | $152,861+41.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.96% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $4,000 | $5,856-31.7% | $5,143-22.2% | $4,762-16.0% |
| Participant deferral / active EE | $4,348 | $5,948-26.9% | $5,198-16.3% | $5,850-25.7% |
| Admin fee / account holder | $6,300 | $17,109-63.2% | $13,954-54.8% | $11,596-45.7% |