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 | $153,333 | $202,318-24.2% | $172,739-11.2% | $152,861+0.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.42% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,166 | $5,856-45.9% | $5,143-38.4% | $4,762-33.5% |
| Participant deferral / active EE | $6,582 | $5,948+10.7% | $5,198+26.6% | $5,850+12.5% |
| Admin fee / account holder | $72,226 | $17,109+322.2% | $13,954+417.6% | $11,596+522.8% |