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 | $165,622 | $202,318-18.1% | $172,739-4.1% | $152,861+8.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.50% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $7,524 | $5,856+28.5% | $5,143+46.3% | $4,762+58.0% |
| Participant deferral / active EE | $4,124 | $5,948-30.7% | $5,198-20.7% | $5,850-29.5% |
| Admin fee / account holder | $4,492 | $17,109-73.7% | $13,954-67.8% | $11,596-61.3% |