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 | $128,134 | $202,318-36.7% | $172,739-25.8% | $152,861-16.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.87% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,990 | $5,856-49.0% | $5,143-41.9% | $4,762-37.2% |
| Participant deferral / active EE | $7,000 | $5,948+17.7% | $5,198+34.7% | $5,850+19.7% |
| Admin fee / account holder | $2,018 | $17,109-88.2% | $13,954-85.5% | $11,596-82.6% |