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 | $214,892 | $202,318+6.2% | $172,739+24.4% | $152,861+40.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.49% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $16,044 | $5,856+174.0% | $5,143+212.0% | $4,762+236.9% |
| Participant deferral / active EE | $10,325 | $5,948+73.6% | $5,198+98.6% | $5,850+76.5% |
| Admin fee / account holder | $2,030 | $17,109-88.1% | $13,954-85.5% | $11,596-82.5% |