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 | $216,228 | $202,318+6.9% | $172,739+25.2% | $152,861+41.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.31% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $20,867 | $5,856+256.3% | $5,143+305.8% | $4,762+338.2% |
| Participant deferral / active EE | $10,287 | $5,948+72.9% | $5,198+97.9% | $5,850+75.8% |
| Admin fee / account holder | $3,716 | $17,109-78.3% | $13,954-73.4% | $11,596-68.0% |