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 | $202,092 | $202,318-0.1% | $172,739+17.0% | $152,861+32.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.37% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $6,614 | $5,856+12.9% | $5,143+28.6% | $4,762+38.9% |
| Participant deferral / active EE | $13,000 | $5,948+118.6% | $5,198+150.1% | $5,850+122.2% |
| Admin fee / account holder | $25,590 | $17,109+49.6% | $13,954+83.4% | $11,596+120.7% |