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 8-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 | $196,727 | $202,318-2.8% | $172,739+13.9% | $152,861+28.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 29.46% | 1029.65%-1000.2pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $5,406 | $5,856-7.7% | $5,143+5.1% | $4,762+13.5% |
| Participant deferral / active EE | $4,935 | $5,948-17.0% | $5,198-5.0% | $5,850-15.6% |
| Admin fee / account holder | $4,460 | $17,109-73.9% | $13,954-68.0% | $11,596-61.5% |