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 | $117,714 | $202,318-41.8% | $172,739-31.9% | $152,861-23.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.65% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $4,390 | $5,856-25.0% | $5,143-14.6% | $4,762-7.8% |
| Participant deferral / active EE | $3,766 | $5,948-36.7% | $5,198-27.5% | $5,850-35.6% |
| Admin fee / account holder | $1,586 | $17,109-90.7% | $13,954-88.6% | $11,596-86.3% |