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 | $200,900 | $202,318-0.7% | $172,739+16.3% | $152,861+31.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.29% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $7,122 | $5,856+21.6% | $5,143+38.5% | $4,762+49.5% |
| Participant deferral / active EE | $3,789 | $5,948-36.3% | $5,198-27.1% | $5,850-35.2% |
| Admin fee / account holder | $5,018 | $17,109-70.7% | $13,954-64.0% | $11,596-56.7% |