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 | $197,132 | $202,318-2.6% | $172,739+14.1% | $152,861+29.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.44% | 1029.65%-1003.2pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $24,001 | $5,856+309.9% | $5,143+366.7% | $4,762+404.0% |
| Participant deferral / active EE | $19,356 | $5,948+225.4% | $5,198+272.4% | $5,850+230.9% |
| Admin fee / account holder | $3,935 | $17,109-77.0% | $13,954-71.8% | $11,596-66.1% |