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 | $208,768 | $202,318+3.2% | $172,739+20.9% | $152,861+36.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.12% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $7,269 | $5,856+24.1% | $5,143+41.4% | $4,762+52.6% |
| Participant deferral / active EE | $5,784 | $5,948-2.8% | $5,198+11.3% | $5,850-1.1% |
| Admin fee / account holder | $17,809 | $17,109+4.1% | $13,954+27.6% | $11,596+53.6% |