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 | $207,491 | $202,318+2.6% | $172,739+20.1% | $152,861+35.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.42% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $12,281 | $5,856+109.7% | $5,143+138.8% | $4,762+157.9% |
| Participant deferral / active EE | $9,122 | $5,948+53.4% | $5,198+75.5% | $5,850+55.9% |
| Admin fee / account holder | $1,454 | $17,109-91.5% | $13,954-89.6% | $11,596-87.5% |