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 | $157,852 | $202,318-22.0% | $172,739-8.6% | $152,861+3.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.13% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $41,512 | $5,856+608.9% | $5,143+707.2% | $4,762+771.7% |
| Participant deferral / active EE | $27,422 | $5,948+361.0% | $5,198+427.6% | $5,850+368.7% |
| Admin fee / account holder | $825 | $17,109-95.2% | $13,954-94.1% | $11,596-92.9% |