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 | $157,147 | $202,318-22.3% | $172,739-9.0% | $152,861+2.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.91% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $9,449 | $5,856+61.4% | $5,143+83.7% | $4,762+98.4% |
| Participant deferral / active EE | $4,080 | $5,948-31.4% | $5,198-21.5% | $5,850-30.3% |
| Admin fee / account holder | $7,410 | $17,109-56.7% | $13,954-46.9% | $11,596-36.1% |