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 | $179,493 | $202,318-11.3% | $172,739+3.9% | $152,861+17.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.60% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,499 | $5,856-74.4% | $5,143-70.9% | $4,762-68.5% |
| Participant deferral / active EE | $7,002 | $5,948+17.7% | $5,198+34.7% | $5,850+19.7% |
| Admin fee / account holder | $536 | $17,109-96.9% | $13,954-96.2% | $11,596-95.4% |