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 | $188,808 | $202,318-6.7% | $172,739+9.3% | $152,861+23.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.21% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,896 | $5,856-67.6% | $5,143-63.1% | $4,762-60.2% |
| Participant deferral / active EE | $9,880 | $5,948+66.1% | $5,198+90.1% | $5,850+68.9% |
| Admin fee / account holder | $906 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |