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 | $182,212 | $202,318-9.9% | $172,739+5.5% | $152,861+19.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.43% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $16,875 | $5,856+188.2% | $5,143+228.1% | $4,762+254.3% |
| Participant deferral / active EE | $16,967 | $5,948+185.2% | $5,198+226.4% | $5,850+190.0% |
| Admin fee / account holder | $828 | $17,109-95.2% | $13,954-94.1% | $11,596-92.9% |