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 | $106,292 | $202,318-47.5% | $172,739-38.5% | $152,861-30.5% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 20.80% | 1029.65%-1008.9pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $8,059 | $5,856+37.6% | $5,143+56.7% | $4,762+69.2% |
| Participant deferral / active EE | $6,099 | $5,948+2.5% | $5,198+17.4% | $5,850+4.3% |
| Admin fee / account holder | $19,753 | $17,109+15.5% | $13,954+41.6% | $11,596+70.3% |