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 | $181,527 | $202,318-10.3% | $172,739+5.1% | $152,861+18.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.04% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $5,745 | $5,856-1.9% | $5,143+11.7% | $4,762+20.6% |
| Participant deferral / active EE | $4,929 | $5,948-17.1% | $5,198-5.2% | $5,850-15.7% |
| Admin fee / account holder | $10,766 | $17,109-37.1% | $13,954-22.8% | $11,596-7.2% |