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 | $160,340 | $156,846+2.2% | $121,098+32.4% | $139,434+15.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.51% | 1474.56%-1452.0pp | 985.75%-963.2pp | 372.94%-350.4pp |
| Employer contribution / active EE | $4,120 | $5,536-25.6% | $4,164-1.0% | $4,751-13.3% |
| Participant deferral / active EE | $4,120 | $4,844-15.0% | $4,080+1.0% | $6,710-38.6% |
| Admin fee / account holder | $441 | $6,946-93.7% | $5,644-92.2% | $11,403-96.1% |