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 | $96,768 | $202,318-52.2% | $172,739-44.0% | $152,861-36.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.46% | 1029.65%-1016.2pp | 802.84%-789.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $8,912 | $5,856+52.2% | $5,143+73.3% | $4,762+87.1% |
| Participant deferral / active EE | $4,147 | $5,948-30.3% | $5,198-20.2% | $5,850-29.1% |
| Admin fee / account holder | $1,362 | $17,109-92.0% | $13,954-90.2% | $11,596-88.3% |