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 | $208,288 | $202,318+3.0% | $172,739+20.6% | $152,861+36.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.20% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $14,962 | $5,856+155.5% | $5,143+190.9% | $4,762+214.2% |
| Participant deferral / active EE | $6,215 | $5,948+4.5% | $5,198+19.6% | $5,850+6.2% |
| Admin fee / account holder | $313 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |