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 | $177,737 | $202,318-12.1% | $172,739+2.9% | $152,861+16.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.61% | 1029.65%-1001.0pp | 802.84%-774.2pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,935 | $5,856-49.9% | $5,143-42.9% | $4,762-38.4% |
| Participant deferral / active EE | $10,618 | $5,948+78.5% | $5,198+104.3% | $5,850+81.5% |
| Admin fee / account holder | $1,059 | $17,109-93.8% | $13,954-92.4% | $11,596-90.9% |