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 | $172,672 | $202,318-14.7% | $172,7390% | $152,861+13.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.36% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,830 | $5,856-68.8% | $5,143-64.4% | $4,762-61.6% |
| Participant deferral / active EE | $5,228 | $5,948-12.1% | $5,198+0.6% | $5,850-10.6% |
| Admin fee / account holder | $44,489 | $17,109+160.0% | $13,954+218.8% | $11,596+283.6% |