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 | $195,324 | $202,318-3.5% | $172,739+13.1% | $152,861+27.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.01% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $9,615 | $5,856+64.2% | $5,143+87.0% | $4,762+101.9% |
| Participant deferral / active EE | $3,600 | $5,948-39.5% | $5,198-30.7% | $5,850-38.5% |
| Admin fee / account holder | $1,809 | $17,109-89.4% | $13,954-87.0% | $11,596-84.4% |