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 | $67,078 | $202,318-66.8% | $172,739-61.2% | $152,861-56.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.91% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $7,220 | $5,856+23.3% | $5,143+40.4% | $4,762+51.6% |
| Participant deferral / active EE | $4,386 | $5,948-26.3% | $5,198-15.6% | $5,850-25.0% |
| Admin fee / account holder | $3,007 | $17,109-82.4% | $13,954-78.4% | $11,596-74.1% |