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 | $92,133 | $124,185-25.8% | $108,410-15.0% | $167,490-45.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.11% | 1379.64%-1365.5pp | 905.27%-891.2pp | 478.56%-464.5pp |
| Employer contribution / active EE | $8,566 | $4,187+104.6% | $3,558+140.7% | $4,837+77.1% |
| Participant deferral / active EE | $8,536 | $6,908+23.6% | $6,563+30.1% | $6,341+34.6% |
| Admin fee / account holder | $26,003 | $9,455+175.0% | $7,295+256.4% | $12,309+111.3% |