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 | $175,791 | $202,318-13.1% | $172,739+1.8% | $152,861+15.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.75% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $9,857 | $5,856+68.3% | $5,143+91.7% | $4,762+107.0% |
| Participant deferral / active EE | $4,979 | $5,948-16.3% | $5,198-4.2% | $5,850-14.9% |
| Admin fee / account holder | $2,327 | $17,109-86.4% | $13,954-83.3% | $11,596-79.9% |