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 | $182,520 | $202,318-9.8% | $172,739+5.7% | $152,861+19.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.45% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $11,314 | $5,856+93.2% | $5,143+120.0% | $4,762+137.6% |
| Participant deferral / active EE | $9,440 | $5,948+58.7% | $5,198+81.6% | $5,850+61.4% |
| Admin fee / account holder | $5,583 | $17,109-67.4% | $13,954-60.0% | $11,596-51.9% |