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 | $218,125 | $202,318+7.8% | $172,739+26.3% | $152,861+42.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.12% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $26,908 | $5,856+359.5% | $5,143+423.2% | $4,762+465.0% |
| Participant deferral / active EE | $15,000 | $5,948+152.2% | $5,198+188.6% | $5,850+156.4% |
| Admin fee / account holder | $728 | $17,109-95.7% | $13,954-94.8% | $11,596-93.7% |