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 | $122,829 | $202,318-39.3% | $172,739-28.9% | $152,861-19.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.86% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $5,334 | $5,856-8.9% | $5,143+3.7% | $4,762+12.0% |
| Participant deferral / active EE | $4,452 | $5,948-25.1% | $5,198-14.3% | $5,850-23.9% |
| Admin fee / account holder | $4,109 | $17,109-76.0% | $13,954-70.6% | $11,596-64.6% |