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 | $196,031 | $202,318-3.1% | $172,739+13.5% | $152,861+28.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.84% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,650 | $5,856+13.6% | $5,143+29.3% | $4,762+39.6% |
| Participant deferral / active EE | $4,242 | $5,948-28.7% | $5,198-18.4% | $5,850-27.5% |
| Admin fee / account holder | $3,419 | $17,109-80.0% | $13,954-75.5% | $11,596-70.5% |