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 | $204,574 | $202,318+1.1% | $172,739+18.4% | $152,861+33.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.96% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,992 | $5,856-14.7% | $5,143-2.9% | $4,762+4.8% |
| Participant deferral / active EE | $8,217 | $5,948+38.1% | $5,198+58.1% | $5,850+40.5% |
| Admin fee / account holder | $778 | $17,109-95.5% | $13,954-94.4% | $11,596-93.3% |