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 | $129,782 | $202,318-35.9% | $172,739-24.9% | $152,861-15.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.38% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,298 | $5,856-43.7% | $5,143-35.9% | $4,762-30.7% |
| Participant deferral / active EE | $6,995 | $5,948+17.6% | $5,198+34.6% | $5,850+19.6% |
| Admin fee / account holder | $2,904 | $17,109-83.0% | $13,954-79.2% | $11,596-75.0% |