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 | $155,056 | $202,318-23.4% | $172,739-10.2% | $152,861+1.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.59% | 1029.65%-1001.1pp | 802.84%-774.2pp | 345.32%-316.7pp |
| Employer contribution / active EE | $10,137 | $5,856+73.1% | $5,143+97.1% | $4,762+112.9% |
| Participant deferral / active EE | $6,352 | $5,948+6.8% | $5,198+22.2% | $5,850+8.6% |
| Admin fee / account holder | $7,972 | $17,109-53.4% | $13,954-42.9% | $11,596-31.3% |