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 | $144,009 | $202,318-28.8% | $172,739-16.6% | $152,861-5.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.69% | 1029.65%-1010.0pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,285 | $5,856-43.9% | $5,143-36.1% | $4,762-31.0% |
| Participant deferral / active EE | $8,103 | $5,948+36.2% | $5,198+55.9% | $5,850+38.5% |
| Admin fee / account holder | $7,575 | $17,109-55.7% | $13,954-45.7% | $11,596-34.7% |