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 | $149,027 | $202,318-26.3% | $172,739-13.7% | $152,861-2.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.63% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $25,960 | $5,856+343.3% | $5,143+404.8% | $4,762+445.1% |
| Participant deferral / active EE | $16,550 | $5,948+178.2% | $5,198+218.4% | $5,850+182.9% |
| Admin fee / account holder | $1,201 | $17,109-93.0% | $13,954-91.4% | $11,596-89.6% |