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 | $207,569 | $202,318+2.6% | $172,739+20.2% | $152,861+35.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 20.24% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $9,681 | $5,856+65.3% | $5,143+88.2% | $4,762+103.3% |
| Participant deferral / active EE | $4,481 | $5,948-24.7% | $5,198-13.8% | $5,850-23.4% |
| Admin fee / account holder | $441 | $17,109-97.4% | $13,954-96.8% | $11,596-96.2% |