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 | $229,355 | $202,318+13.4% | $172,739+32.8% | $152,861+50.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.53% | 1029.65%-1000.1pp | 802.84%-773.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $5,043 | $5,856-13.9% | $5,143-1.9% | $4,762+5.9% |
| Participant deferral / active EE | $8,460 | $5,948+42.2% | $5,198+62.8% | $5,850+44.6% |
| Admin fee / account holder | $3,851 | $17,109-77.5% | $13,954-72.4% | $11,596-66.8% |