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 | $170,330 | $202,318-15.8% | $172,739-1.4% | $152,861+11.4% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 15.98% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,400 | $5,856-76.1% | $5,143-72.8% | $4,762-70.6% |
| Participant deferral / active EE | $4,098 | $5,948-31.1% | $5,198-21.2% | $5,850-29.9% |
| Admin fee / account holder | $86,419 | $17,109+405.1% | $13,954+519.3% | $11,596+645.2% |