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 6-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 | $190,339 | $202,318-5.9% | $172,739+10.2% | $152,861+24.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.40% | 1029.65%-1010.3pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $17,146 | $5,856+192.8% | $5,143+233.4% | $4,762+260.0% |
| Participant deferral / active EE | $5,706 | $5,948-4.1% | $5,198+9.8% | $5,850-2.5% |
| Admin fee / account holder | $2,237 | $17,109-86.9% | $13,954-84.0% | $11,596-80.7% |