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 | $153,944 | $202,318-23.9% | $172,739-10.9% | $152,861+0.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.98% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.3pp |
| Employer contribution / active EE | $7,091 | $5,856+21.1% | $5,143+37.9% | $4,762+48.9% |
| Participant deferral / active EE | $6,179 | $5,948+3.9% | $5,198+18.9% | $5,850+5.6% |
| Admin fee / account holder | $2,550 | $17,109-85.1% | $13,954-81.7% | $11,596-78.0% |