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 | $211,267 | $209,411+0.9% | $178,490+18.4% | $158,922+32.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.52% | 188.75%-175.2pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $8,171 | $5,706+43.2% | $5,011+63.1% | $4,761+71.6% |
| Participant deferral / active EE | $5,988 | $5,954+0.6% | $5,202+15.1% | $5,982+0.1% |
| Admin fee / account holder | $1,742 | $17,074-89.8% | $13,984-87.5% | $11,246-84.5% |