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 | $180,616 | $202,318-10.7% | $172,739+4.6% | $152,861+18.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.83% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,353 | $5,856-59.8% | $5,143-54.2% | $4,762-50.6% |
| Participant deferral / active EE | $4,122 | $5,948-30.7% | $5,198-20.7% | $5,850-29.5% |
| Admin fee / account holder | $964 | $17,109-94.4% | $13,954-93.1% | $11,596-91.7% |