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 | $68,948 | $202,318-65.9% | $172,739-60.1% | $152,861-54.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.09% | 1029.65%-1016.6pp | 802.84%-789.8pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,456 | $5,856-75.1% | $5,143-71.7% | $4,762-69.4% |
| Participant deferral / active EE | $3,207 | $5,948-46.1% | $5,198-38.3% | $5,850-45.2% |
| Admin fee / account holder | $76,839 | $17,109+349.1% | $13,954+450.7% | $11,596+562.6% |