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 | $185,467 | $202,318-8.3% | $172,739+7.4% | $152,861+21.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.23% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $8,755 | $5,856+49.5% | $5,143+70.2% | $4,762+83.8% |
| Participant deferral / active EE | $11,281 | $5,948+89.7% | $5,198+117.0% | $5,850+92.8% |
| Admin fee / account holder | $3,039 | $17,109-82.2% | $13,954-78.2% | $11,596-73.8% |