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 | $188,101 | $202,318-7.0% | $172,739+8.9% | $152,861+23.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.68% | 1029.65%-1017.0pp | 802.84%-790.2pp | 345.32%-332.6pp |
| Employer contribution / active EE | $8,151 | $5,856+39.2% | $5,143+58.5% | $4,762+71.2% |
| Participant deferral / active EE | $13,270 | $5,948+123.1% | $5,198+155.3% | $5,850+126.8% |
| Admin fee / account holder | $1,698 | $17,109-90.1% | $13,954-87.8% | $11,596-85.4% |