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 | $199,445 | $202,318-1.4% | $172,739+15.5% | $152,861+30.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.29% | 1029.65%-1012.4pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $6,573 | $5,856+12.2% | $5,143+27.8% | $4,762+38.0% |
| Participant deferral / active EE | $8,081 | $5,948+35.9% | $5,198+55.5% | $5,850+38.1% |
| Admin fee / account holder | $2,029 | $17,109-88.1% | $13,954-85.5% | $11,596-82.5% |