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 | $162,839 | $202,318-19.5% | $172,739-5.7% | $152,861+6.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.80% | 1029.65%-1010.9pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $15,761 | $5,856+169.1% | $5,143+206.5% | $4,762+231.0% |
| Participant deferral / active EE | $11,152 | $5,948+87.5% | $5,198+114.6% | $5,850+90.6% |
| Admin fee / account holder | $2,277 | $17,109-86.7% | $13,954-83.7% | $11,596-80.4% |