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 | $186,670 | $202,318-7.7% | $172,739+8.1% | $152,861+22.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.00% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $8,055 | $5,856+37.6% | $5,143+56.6% | $4,762+69.1% |
| Participant deferral / active EE | $5,512 | $5,948-7.3% | $5,198+6.1% | $5,850-5.8% |
| Admin fee / account holder | $1,505 | $17,109-91.2% | $13,954-89.2% | $11,596-87.0% |