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 | $104,742 | $202,318-48.2% | $172,739-39.4% | $152,861-31.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.92% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,150 | $5,856-46.2% | $5,143-38.7% | $4,762-33.9% |
| Participant deferral / active EE | $5,995 | $5,948+0.8% | $5,198+15.3% | $5,850+2.5% |
| Admin fee / account holder | $11,182 | $17,109-34.6% | $13,954-19.9% | $11,596-3.6% |