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 | $138,512 | $202,318-31.5% | $172,739-19.8% | $152,861-9.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.62% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $5,653 | $5,856-3.5% | $5,143+9.9% | $4,762+18.7% |
| Participant deferral / active EE | $3,391 | $5,948-43.0% | $5,198-34.8% | $5,850-42.0% |
| Admin fee / account holder | $43,225 | $17,109+152.6% | $13,954+209.8% | $11,596+272.7% |