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 | $89,353 | $202,318-55.8% | $172,739-48.3% | $152,861-41.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.61% | 1029.65%-1016.0pp | 802.84%-789.2pp | 345.32%-331.7pp |
| Employer contribution / active EE | $5,000 | $5,856-14.6% | $5,143-2.8% | $4,762+5.0% |
| Participant deferral / active EE | $4,548 | $5,948-23.5% | $5,198-12.5% | $5,850-22.3% |
| Admin fee / account holder | $549 | $17,109-96.8% | $13,954-96.1% | $11,596-95.3% |