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 | $41,322 | $202,318-79.6% | $172,739-76.1% | $152,861-73.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.63% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,024 | $5,856-65.4% | $5,143-60.6% | $4,762-57.5% |
| Participant deferral / active EE | $3,920 | $5,948-34.1% | $5,198-24.6% | $5,850-33.0% |
| Admin fee / account holder | $4,282 | $17,109-75.0% | $13,954-69.3% | $11,596-63.1% |