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 | $92,646 | $202,318-54.2% | $172,739-46.4% | $152,861-39.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.38% | 1029.65%-1016.3pp | 802.84%-789.5pp | 345.32%-331.9pp |
| Employer contribution / active EE | $4,483 | $5,856-23.5% | $5,143-12.8% | $4,762-5.9% |
| Participant deferral / active EE | $5,170 | $5,948-13.1% | $5,198-0.5% | $5,850-11.6% |
| Admin fee / account holder | $31,956 | $17,109+86.8% | $13,954+129.0% | $11,596+175.6% |