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 | $177,062 | $202,318-12.5% | $172,739+2.5% | $152,861+15.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 20.26% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $7,030 | $5,856+20.0% | $5,143+36.7% | $4,762+47.6% |
| Participant deferral / active EE | $5,390 | $5,948-9.4% | $5,198+3.7% | $5,850-7.9% |
| Admin fee / account holder | $15,285 | $17,109-10.7% | $13,954+9.5% | $11,596+31.8% |