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 | $111,161 | $202,318-45.1% | $172,739-35.6% | $152,861-27.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.45% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,139 | $5,856-63.5% | $5,143-58.4% | $4,762-55.1% |
| Participant deferral / active EE | $4,104 | $5,948-31.0% | $5,198-21.0% | $5,850-29.8% |
| Admin fee / account holder | $865 | $17,109-94.9% | $13,954-93.8% | $11,596-92.5% |