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 | $94,751 | $156,846-39.6% | $121,098-21.8% | $139,434-32.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.19% | 1474.56%-1454.4pp | 985.75%-965.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,600 | $5,536-35.0% | $4,164-13.5% | $4,751-24.2% |
| Participant deferral / active EE | $5,979 | $4,844+23.4% | $4,080+46.6% | $6,710-10.9% |
| Admin fee / account holder | $2,676 | $6,946-61.5% | $5,644-52.6% | $11,403-76.5% |