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 | $185,993 | $202,318-8.1% | $172,739+7.7% | $152,861+21.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.55% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,900 | $5,856-33.4% | $5,143-24.2% | $4,762-18.1% |
| Participant deferral / active EE | $10,040 | $5,948+68.8% | $5,198+93.2% | $5,850+71.6% |
| Admin fee / account holder | $2,125 | $17,109-87.6% | $13,954-84.8% | $11,596-81.7% |