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 | $200,700 | $202,318-0.8% | $172,739+16.2% | $152,861+31.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 36.11% | 1029.65%-993.5pp | 802.84%-766.7pp | 345.32%-309.2pp |
| Employer contribution / active EE | $2,426 | $5,856-58.6% | $5,143-52.8% | $4,762-49.1% |
| Participant deferral / active EE | $10,145 | $5,948+70.6% | $5,198+95.2% | $5,850+73.4% |
| Admin fee / account holder | $1,014 | $17,109-94.1% | $13,954-92.7% | $11,596-91.3% |