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 | $224,094 | $202,318+10.8% | $172,739+29.7% | $152,861+46.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 18.27% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,791 | $5,856-35.3% | $5,143-26.3% | $4,762-20.4% |
| Participant deferral / active EE | $7,934 | $5,948+33.4% | $5,198+52.6% | $5,850+35.6% |
| Admin fee / account holder | $614 | $17,109-96.4% | $13,954-95.6% | $11,596-94.7% |