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 | $97,565 | $202,318-51.8% | $172,739-43.5% | $152,861-36.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.54% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,979 | $5,856-66.2% | $5,143-61.5% | $4,762-58.5% |
| Participant deferral / active EE | $3,905 | $5,948-34.4% | $5,198-24.9% | $5,850-33.3% |
| Admin fee / account holder | $23,168 | $17,109+35.4% | $13,954+66.0% | $11,596+99.8% |