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 | $118,439 | $202,318-41.5% | $172,739-31.4% | $152,861-22.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.03% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,300 | $5,856-43.6% | $5,143-35.8% | $4,762-30.7% |
| Participant deferral / active EE | $3,124 | $5,948-47.5% | $5,198-39.9% | $5,850-46.6% |
| Admin fee / account holder | $18,167 | $17,109+6.2% | $13,954+30.2% | $11,596+56.7% |