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 | $122,107 | $202,318-39.6% | $172,739-29.3% | $152,861-20.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.60% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,525 | $5,856-56.9% | $5,143-50.9% | $4,762-47.0% |
| Participant deferral / active EE | $5,188 | $5,948-12.8% | $5,198-0.2% | $5,850-11.3% |
| Admin fee / account holder | $890 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |