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 | $165,467 | $202,318-18.2% | $172,739-4.2% | $152,861+8.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.09% | 1029.65%-1007.6pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $5,802 | $5,856-0.9% | $5,143+12.8% | $4,762+21.8% |
| Participant deferral / active EE | $9,851 | $5,948+65.6% | $5,198+89.5% | $5,850+68.4% |
| Admin fee / account holder | $16,385 | $17,109-4.2% | $13,954+17.4% | $11,596+41.3% |