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 | $150,768 | $202,318-25.5% | $172,739-12.7% | $152,861-1.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.49% | 1029.65%-1012.2pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $13,537 | $5,856+131.2% | $5,143+163.2% | $4,762+184.2% |
| Participant deferral / active EE | $8,636 | $5,948+45.2% | $5,198+66.1% | $5,850+47.6% |
| Admin fee / account holder | $25,918 | $17,109+51.5% | $13,954+85.7% | $11,596+123.5% |