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 | $217,843 | $202,318+7.7% | $172,739+26.1% | $152,861+42.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.53% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $8,557 | $5,856+46.1% | $5,143+66.4% | $4,762+79.7% |
| Participant deferral / active EE | $4,742 | $5,948-20.3% | $5,198-8.8% | $5,850-19.0% |
| Admin fee / account holder | $760 | $17,109-95.6% | $13,954-94.6% | $11,596-93.4% |