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 | $174,707 | $202,318-13.6% | $172,739+1.1% | $152,861+14.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.56% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,127 | $5,856-46.6% | $5,143-39.2% | $4,762-34.3% |
| Participant deferral / active EE | $5,774 | $5,948-2.9% | $5,198+11.1% | $5,850-1.3% |
| Admin fee / account holder | $18,453 | $17,109+7.9% | $13,954+32.2% | $11,596+59.1% |