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 | $177,920 | $202,318-12.1% | $172,739+3.0% | $152,861+16.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.70% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,253 | $5,856-44.5% | $5,143-36.8% | $4,762-31.7% |
| Participant deferral / active EE | $7,338 | $5,948+23.4% | $5,198+41.2% | $5,850+25.4% |
| Admin fee / account holder | $373 | $17,109-97.8% | $13,954-97.3% | $11,596-96.8% |