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 | $65,017 | $202,318-67.9% | $172,739-62.4% | $152,861-57.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.35% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,269 | $5,856-78.3% | $5,143-75.3% | $4,762-73.4% |
| Participant deferral / active EE | $3,753 | $5,948-36.9% | $5,198-27.8% | $5,850-35.8% |
| Admin fee / account holder | $473 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |