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 | $205,871 | $202,318+1.8% | $172,739+19.2% | $152,861+34.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.24% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,237 | $5,856-44.7% | $5,143-37.1% | $4,762-32.0% |
| Participant deferral / active EE | $8,625 | $5,948+45.0% | $5,198+65.9% | $5,850+47.4% |
| Admin fee / account holder | $70,613 | $17,109+312.7% | $13,954+406.0% | $11,596+508.9% |