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 | $79,841 | $202,318-60.5% | $172,739-53.8% | $152,861-47.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.76% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,931 | $5,856-67.0% | $5,143-62.4% | $4,762-59.4% |
| Participant deferral / active EE | $2,949 | $5,948-50.4% | $5,198-43.3% | $5,850-49.6% |
| Admin fee / account holder | $14,178 | $17,109-17.1% | $13,954+1.6% | $11,596+22.3% |