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 | $181,017 | $202,318-10.5% | $172,739+4.8% | $152,861+18.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.26% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,032 | $5,856-31.1% | $5,143-21.6% | $4,762-15.3% |
| Participant deferral / active EE | $4,632 | $5,948-22.1% | $5,198-10.9% | $5,850-20.8% |
| Admin fee / account holder | $1,725 | $17,109-89.9% | $13,954-87.6% | $11,596-85.1% |