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 | $186,900 | $202,318-7.6% | $172,739+8.2% | $152,861+22.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.59% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $8,965 | $5,856+53.1% | $5,143+74.3% | $4,762+88.2% |
| Participant deferral / active EE | $6,310 | $5,948+6.1% | $5,198+21.4% | $5,850+7.9% |
| Admin fee / account holder | $347 | $17,109-98.0% | $13,954-97.5% | $11,596-97.0% |