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 | $198,545 | $202,318-1.9% | $172,739+14.9% | $152,861+29.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.67% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,224 | $5,856-62.0% | $5,143-56.7% | $4,762-53.3% |
| Participant deferral / active EE | $4,888 | $5,948-17.8% | $5,198-5.9% | $5,850-16.4% |
| Admin fee / account holder | $462 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |