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 | $168,872 | $202,318-16.5% | $172,739-2.2% | $152,861+10.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.37% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,548 | $5,856-56.5% | $5,143-50.5% | $4,762-46.5% |
| Participant deferral / active EE | $4,435 | $5,948-25.4% | $5,198-14.7% | $5,850-24.2% |
| Admin fee / account holder | $26,129 | $17,109+52.7% | $13,954+87.2% | $11,596+125.3% |