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 | $212,515 | $202,318+5.0% | $172,739+23.0% | $152,861+39.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.59% | 1029.65%-1008.1pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $15,350 | $5,856+162.1% | $5,143+198.5% | $4,762+222.3% |
| Participant deferral / active EE | $10,033 | $5,948+68.7% | $5,198+93.0% | $5,850+71.5% |
| Admin fee / account holder | $13,083 | $17,109-23.5% | $13,954-6.2% | $11,596+12.8% |