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 | $225,080 | $202,318+11.3% | $172,739+30.3% | $152,861+47.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.63% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $12,503 | $5,856+113.5% | $5,143+143.1% | $4,762+162.5% |
| Participant deferral / active EE | $4,798 | $5,948-19.3% | $5,198-7.7% | $5,850-18.0% |
| Admin fee / account holder | $1,886 | $17,109-89.0% | $13,954-86.5% | $11,596-83.7% |