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 | $215,980 | $202,318+6.8% | $172,739+25.0% | $152,861+41.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.13% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $12,332 | $5,856+110.6% | $5,143+139.8% | $4,762+158.9% |
| Participant deferral / active EE | $7,802 | $5,948+31.2% | $5,198+50.1% | $5,850+33.4% |
| Admin fee / account holder | $8,544 | $17,109-50.1% | $13,954-38.8% | $11,596-26.3% |