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 | $195,165 | $202,318-3.5% | $172,739+13.0% | $152,861+27.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.48% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $7,367 | $5,856+25.8% | $5,143+43.3% | $4,762+54.7% |
| Participant deferral / active EE | $8,032 | $5,948+35.0% | $5,198+54.5% | $5,850+37.3% |
| Admin fee / account holder | $4,940 | $17,109-71.1% | $13,954-64.6% | $11,596-57.4% |