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 | $151,465 | $202,318-25.1% | $172,739-12.3% | $152,861-0.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.09% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $7,445 | $5,856+27.1% | $5,143+44.8% | $4,762+56.3% |
| Participant deferral / active EE | $9,348 | $5,948+57.2% | $5,198+79.9% | $5,850+59.8% |
| Admin fee / account holder | $3,923 | $17,109-77.1% | $13,954-71.9% | $11,596-66.2% |