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 | $210,630 | $180,449+16.7% | $154,107+36.7% | $135,375+55.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 17.34% | 888.09%-870.8pp | 735.12%-717.8pp | 519.73%-502.4pp |
| Employer contribution / active EE | $8,687 | $6,035+43.9% | $5,298+64.0% | $4,779+81.8% |
| Participant deferral / active EE | $6,221 | $5,806+7.2% | $5,081+22.5% | $5,609+10.9% |
| Admin fee / account holder | $4,372 | $16,143-72.9% | $13,411-67.4% | $10,827-59.6% |