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 | $208,715 | $202,318+3.2% | $172,739+20.8% | $152,861+36.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.85% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $12,298 | $5,856+110.0% | $5,143+139.1% | $4,762+158.2% |
| Participant deferral / active EE | $13,383 | $5,948+125.0% | $5,198+157.5% | $5,850+128.8% |
| Admin fee / account holder | $1,405 | $17,109-91.8% | $13,954-89.9% | $11,596-87.9% |