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 | $177,500 | $183,963-3.5% | $162,163+9.5% | $152,861+16.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.04% | 150.76%-119.7pp | 115.59%-84.5pp | 345.32%-314.3pp |
| Employer contribution / active EE | $23,421 | $6,371+267.6% | $5,614+317.2% | $4,762+391.8% |
| Participant deferral / active EE | $19,000 | $8,034+136.5% | $7,298+160.3% | $5,850+224.8% |
| Admin fee / account holder | $1,298 | $13,121-90.1% | $10,843-88.0% | $11,596-88.8% |