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 | $160,056 | $202,318-20.9% | $172,739-7.3% | $152,861+4.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.13% | 1029.65%-1015.5pp | 802.84%-788.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $4,677 | $5,856-20.1% | $5,143-9.1% | $4,762-1.8% |
| Participant deferral / active EE | $16,576 | $5,948+178.7% | $5,198+218.9% | $5,850+183.3% |
| Admin fee / account holder | $16,679 | $17,109-2.5% | $13,954+19.5% | $11,596+43.8% |