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 | $184,442 | $183,963+0.3% | $162,163+13.7% | $152,861+20.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.67% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $11,882 | $6,371+86.5% | $5,614+111.7% | $4,762+149.5% |
| Participant deferral / active EE | $15,561 | $8,034+93.7% | $7,298+113.2% | $5,850+166.0% |
| Admin fee / account holder | $12,329 | $13,121-6.0% | $10,843+13.7% | $11,596+6.3% |