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 | $221,958 | $202,318+9.7% | $172,739+28.5% | $152,861+45.2% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 16.47% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,243 | $5,856-61.7% | $5,143-56.4% | $4,762-52.9% |
| Participant deferral / active EE | $5,421 | $5,948-8.9% | $5,198+4.3% | $5,850-7.3% |
| Admin fee / account holder | $2,016 | $17,109-88.2% | $13,954-85.6% | $11,596-82.6% |