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 | $162,763 | $156,846+3.8% | $121,098+34.4% | $139,434+16.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.81% | 1474.56%-1454.7pp | 985.75%-965.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,811 | $5,536-67.3% | $4,164-56.5% | $4,751-61.9% |
| Participant deferral / active EE | $1,811 | $4,844-62.6% | $4,080-55.6% | $6,710-73.0% |
| Admin fee / account holder | $1,056 | $6,946-84.8% | $5,644-81.3% | $11,403-90.7% |