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 | $157,764 | $202,318-22.0% | $172,739-8.7% | $152,861+3.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.08% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $4,176 | $5,856-28.7% | $5,143-18.8% | $4,762-12.3% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,850+327.3% |
| Admin fee / account holder | $2,668 | $17,109-84.4% | $13,954-80.9% | $11,596-77.0% |