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 | $139,589 | $202,318-31.0% | $172,739-19.2% | $152,861-8.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.11% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $7,069 | $5,856+20.7% | $5,143+37.5% | $4,762+48.4% |
| Participant deferral / active EE | $4,289 | $5,948-27.9% | $5,198-17.5% | $5,850-26.7% |
| Admin fee / account holder | $3,791 | $17,109-77.8% | $13,954-72.8% | $11,596-67.3% |