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 | $199,080 | $202,318-1.6% | $172,739+15.2% | $152,861+30.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.09% | 1029.65%-1008.6pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,732 | $5,856-19.2% | $5,143-8.0% | $4,762-0.6% |
| Participant deferral / active EE | $5,605 | $5,948-5.8% | $5,198+7.8% | $5,850-4.2% |
| Admin fee / account holder | $7,424 | $17,109-56.6% | $13,954-46.8% | $11,596-36.0% |