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 | $188,349 | $202,318-6.9% | $172,739+9.0% | $152,861+23.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.37% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $6,130 | $5,856+4.7% | $5,143+19.2% | $4,762+28.7% |
| Participant deferral / active EE | $12,186 | $5,948+104.9% | $5,198+134.5% | $5,850+108.3% |
| Admin fee / account holder | $4,634 | $17,109-72.9% | $13,954-66.8% | $11,596-60.0% |