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 | $93,707 | $202,318-53.7% | $172,739-45.8% | $152,861-38.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.92% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,189 | $5,856-62.6% | $5,143-57.4% | $4,762-54.0% |
| Participant deferral / active EE | $3,939 | $5,948-33.8% | $5,198-24.2% | $5,850-32.7% |
| Admin fee / account holder | $25,261 | $17,109+47.7% | $13,954+81.0% | $11,596+117.8% |