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 | $135,295 | $202,318-33.1% | $172,739-21.7% | $152,861-11.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.42% | 1029.65%-1001.2pp | 802.84%-774.4pp | 345.32%-316.9pp |
| Employer contribution / active EE | $5,405 | $5,856-7.7% | $5,143+5.1% | $4,762+13.5% |
| Participant deferral / active EE | $8,264 | $5,948+38.9% | $5,198+59.0% | $5,850+41.3% |
| Admin fee / account holder | $49,804 | $17,109+191.1% | $13,954+256.9% | $11,596+329.5% |