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 | $165,990 | $202,432-18.0% | $169,368-2.0% | $139,434+19.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 40.17% | 531.74%-491.6pp | 405.60%-365.4pp | 372.94%-332.8pp |
| Employer contribution / active EE | $5,760 | $4,692+22.8% | $4,013+43.5% | $4,751+21.2% |
| Participant deferral / active EE | $10,616 | $6,938+53.0% | $6,221+70.6% | $6,710+58.2% |
| Admin fee / account holder | $40,058 | $10,708+274.1% | $9,003+344.9% | $11,403+251.3% |