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 | $243,454 | $202,318+20.3% | $172,739+40.9% | $152,861+59.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.84% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,044 | $5,856-48.0% | $5,143-40.8% | $4,762-36.1% |
| Participant deferral / active EE | $5,063 | $5,948-14.9% | $5,198-2.6% | $5,850-13.5% |
| Admin fee / account holder | $2,897 | $17,109-83.1% | $13,954-79.2% | $11,596-75.0% |