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 | $88,695 | $202,318-56.2% | $172,739-48.7% | $152,861-42.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.82% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,631 | $5,856-72.1% | $5,143-68.3% | $4,762-65.7% |
| Participant deferral / active EE | $6,449 | $5,948+8.4% | $5,198+24.1% | $5,850+10.2% |
| Admin fee / account holder | $119,209 | $17,109+596.8% | $13,954+754.3% | $11,596+928.0% |