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 | $56,050 | $202,318-72.3% | $172,739-67.6% | $152,861-63.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.39% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-328.9pp |
| Employer contribution / active EE | $6,908 | $5,856+18.0% | $5,143+34.3% | $4,762+45.1% |
| Participant deferral / active EE | $3,403 | $5,948-42.8% | $5,198-34.5% | $5,850-41.8% |
| Admin fee / account holder | $752 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |