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 | $200,302 | $202,318-1.0% | $172,739+16.0% | $152,861+31.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.67% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,239 | $5,856-44.7% | $5,143-37.0% | $4,762-32.0% |
| Participant deferral / active EE | $13,000 | $5,948+118.6% | $5,198+150.1% | $5,850+122.2% |
| Admin fee / account holder | $1,212 | $17,109-92.9% | $13,954-91.3% | $11,596-89.6% |