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 | $118,973 | $202,318-41.2% | $172,739-31.1% | $152,861-22.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.24% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $10,779 | $5,856+84.1% | $5,143+109.6% | $4,762+126.3% |
| Participant deferral / active EE | $7,879 | $5,948+32.5% | $5,198+51.6% | $5,850+34.7% |
| Admin fee / account holder | $1,148 | $17,109-93.3% | $13,954-91.8% | $11,596-90.1% |