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 | $227,062 | $202,318+12.2% | $172,739+31.4% | $152,861+48.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.44% | 1029.65%-1016.2pp | 802.84%-789.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $14,461 | $5,856+146.9% | $5,143+181.2% | $4,762+203.7% |
| Participant deferral / active EE | $8,825 | $5,948+48.4% | $5,198+69.8% | $5,850+50.9% |
| Admin fee / account holder | $3,938 | $17,109-77.0% | $13,954-71.8% | $11,596-66.0% |