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 | $185,669 | $202,318-8.2% | $172,739+7.5% | $152,861+21.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.26% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,407 | $5,856-24.7% | $5,143-14.3% | $4,762-7.5% |
| Participant deferral / active EE | $12,946 | $5,948+117.6% | $5,198+149.1% | $5,850+121.3% |
| Admin fee / account holder | $787 | $17,109-95.4% | $13,954-94.4% | $11,596-93.2% |