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 | $188,676 | $202,318-6.7% | $172,739+9.2% | $152,861+23.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.63% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,248 | $5,856-61.6% | $5,143-56.3% | $4,762-52.8% |
| Participant deferral / active EE | $5,035 | $5,948-15.3% | $5,198-3.1% | $5,850-13.9% |
| Admin fee / account holder | $6,707 | $17,109-60.8% | $13,954-51.9% | $11,596-42.2% |