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 | $134,355 | $202,318-33.6% | $172,739-22.2% | $152,861-12.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.81% | 1029.65%-1011.8pp | 802.84%-785.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,685 | $5,856-71.2% | $5,143-67.2% | $4,762-64.6% |
| Participant deferral / active EE | $8,469 | $5,948+42.4% | $5,198+62.9% | $5,850+44.8% |
| Admin fee / account holder | $1,466 | $17,109-91.4% | $13,954-89.5% | $11,596-87.4% |