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 | $135,551 | $202,318-33.0% | $172,739-21.5% | $152,861-11.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.70% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $8,331 | $5,856+42.3% | $5,143+62.0% | $4,762+74.9% |
| Participant deferral / active EE | $7,627 | $5,948+28.2% | $5,198+46.7% | $5,850+30.4% |
| Admin fee / account holder | $1,007 | $17,109-94.1% | $13,954-92.8% | $11,596-91.3% |