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 | $213,951 | $202,318+5.7% | $172,739+23.9% | $152,861+40.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 35.40% | 1029.65%-994.3pp | 802.84%-767.4pp | 345.32%-309.9pp |
| Employer contribution / active EE | $2,776 | $5,856-52.6% | $5,143-46.0% | $4,762-41.7% |
| Participant deferral / active EE | $7,430 | $5,948+24.9% | $5,198+42.9% | $5,850+27.0% |
| Admin fee / account holder | $8,017 | $17,109-53.1% | $13,954-42.5% | $11,596-30.9% |