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 | $209,816 | $202,318+3.7% | $172,739+21.5% | $152,861+37.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.54% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $9,914 | $5,856+69.3% | $5,143+92.8% | $4,762+108.2% |
| Participant deferral / active EE | $5,223 | $5,948-12.2% | $5,198+0.5% | $5,850-10.7% |
| Admin fee / account holder | $9,171 | $17,109-46.4% | $13,954-34.3% | $11,596-20.9% |