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 | $165,292 | $202,318-18.3% | $172,739-4.3% | $152,861+8.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.41% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,595 | $5,856-38.6% | $5,143-30.1% | $4,762-24.5% |
| Participant deferral / active EE | $10,742 | $5,948+80.6% | $5,198+106.7% | $5,850+83.6% |
| Admin fee / account holder | $117,942 | $17,109+589.4% | $13,954+745.2% | $11,596+917.1% |