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 | $227,336 | $202,318+12.4% | $172,739+31.6% | $152,861+48.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.35% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $10,000 | $5,856+70.8% | $5,143+94.4% | $4,762+110.0% |
| Participant deferral / active EE | $6,577 | $5,948+10.6% | $5,198+26.5% | $5,850+12.4% |
| Admin fee / account holder | $37,091 | $17,109+116.8% | $13,954+165.8% | $11,596+219.8% |