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 | $192,529 | $202,318-4.8% | $172,739+11.5% | $152,861+26.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.81% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $9,749 | $5,856+66.5% | $5,143+89.6% | $4,762+104.7% |
| Participant deferral / active EE | $8,739 | $5,948+46.9% | $5,198+68.1% | $5,850+49.4% |
| Admin fee / account holder | $6,776 | $17,109-60.4% | $13,954-51.4% | $11,596-41.6% |