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 | $220,823 | $202,318+9.1% | $172,739+27.8% | $152,861+44.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.58% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,867 | $5,856-51.0% | $5,143-44.3% | $4,762-39.8% |
| Participant deferral / active EE | $7,494 | $5,948+26.0% | $5,198+44.2% | $5,850+28.1% |
| Admin fee / account holder | $1,827 | $17,109-89.3% | $13,954-86.9% | $11,596-84.2% |