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 | $85,107 | $202,318-57.9% | $172,739-50.7% | $152,861-44.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.82% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,992 | $5,856-48.9% | $5,143-41.8% | $4,762-37.2% |
| Participant deferral / active EE | $3,889 | $5,948-34.6% | $5,198-25.2% | $5,850-33.5% |
| Admin fee / account holder | $826 | $17,109-95.2% | $13,954-94.1% | $11,596-92.9% |