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 | $210,420 | $202,318+4.0% | $172,739+21.8% | $152,861+37.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.96% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $4,634 | $5,856-20.9% | $5,143-9.9% | $4,762-2.7% |
| Participant deferral / active EE | $6,363 | $5,948+7.0% | $5,198+22.4% | $5,850+8.8% |
| Admin fee / account holder | $798 | $17,109-95.3% | $13,954-94.3% | $11,596-93.1% |