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 | $113,709 | $202,318-43.8% | $172,739-34.2% | $152,861-25.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.42% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,187 | $5,856-62.7% | $5,143-57.5% | $4,762-54.1% |
| Participant deferral / active EE | $5,989 | $5,948+0.7% | $5,198+15.2% | $5,850+2.4% |
| Admin fee / account holder | $1,043 | $17,109-93.9% | $13,954-92.5% | $11,596-91.0% |