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 | $178,884 | $202,318-11.6% | $172,739+3.6% | $152,861+17.0% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 22.99% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.3pp |
| Employer contribution / active EE | $11,122 | $5,856+89.9% | $5,143+116.3% | $4,762+133.6% |
| Participant deferral / active EE | $6,378 | $5,948+7.2% | $5,198+22.7% | $5,850+9.0% |
| Admin fee / account holder | $12,455 | $17,109-27.2% | $13,954-10.7% | $11,596+7.4% |