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 | $217,574 | $202,318+7.5% | $172,739+26.0% | $152,861+42.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 35.49% | 1029.65%-994.2pp | 802.84%-767.4pp | 345.32%-309.8pp |
| Employer contribution / active EE | $2,232 | $5,856-61.9% | $5,143-56.6% | $4,762-53.1% |
| Participant deferral / active EE | $7,603 | $5,948+27.8% | $5,198+46.3% | $5,850+30.0% |
| Admin fee / account holder | $10,357 | $17,109-39.5% | $13,954-25.8% | $11,596-10.7% |