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 | $98,665 | $202,318-51.2% | $172,739-42.9% | $152,861-35.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.82% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,562 | $5,856-39.2% | $5,143-30.7% | $4,762-25.2% |
| Participant deferral / active EE | $4,489 | $5,948-24.5% | $5,198-13.6% | $5,850-23.3% |
| Admin fee / account holder | $1,278 | $17,109-92.5% | $13,954-90.8% | $11,596-89.0% |