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 | $189,184 | $202,318-6.5% | $172,739+9.5% | $152,861+23.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.10% | 1029.65%-1012.5pp | 802.84%-785.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,779 | $5,856-69.6% | $5,143-65.4% | $4,762-62.6% |
| Participant deferral / active EE | $7,828 | $5,948+31.6% | $5,198+50.6% | $5,850+33.8% |
| Admin fee / account holder | $4,044 | $17,109-76.4% | $13,954-71.0% | $11,596-65.1% |