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 | $124,797 | $202,318-38.3% | $172,739-27.8% | $152,861-18.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.85% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,262 | $5,856-44.3% | $5,143-36.6% | $4,762-31.5% |
| Participant deferral / active EE | $4,744 | $5,948-20.2% | $5,198-8.7% | $5,850-18.9% |
| Admin fee / account holder | $418 | $17,109-97.6% | $13,954-97.0% | $11,596-96.4% |