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 | $229,249 | $202,318+13.3% | $172,739+32.7% | $152,861+50.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 20.73% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,019 | $5,856-65.5% | $5,143-60.7% | $4,762-57.6% |
| Participant deferral / active EE | $4,789 | $5,948-19.5% | $5,198-7.9% | $5,850-18.1% |
| Admin fee / account holder | $1,725 | $17,109-89.9% | $13,954-87.6% | $11,596-85.1% |