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 | $193,537 | $202,318-4.3% | $172,739+12.0% | $152,861+26.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.79% | 1029.65%-1011.9pp | 802.84%-785.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $10,197 | $5,856+74.1% | $5,143+98.3% | $4,762+114.1% |
| Participant deferral / active EE | $9,324 | $5,948+56.8% | $5,198+79.4% | $5,850+59.4% |
| Admin fee / account holder | $1,647 | $17,109-90.4% | $13,954-88.2% | $11,596-85.8% |