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 | $80,940 | $202,318-60.0% | $172,739-53.1% | $152,861-47.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.18% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,919 | $5,856-67.2% | $5,143-62.7% | $4,762-59.7% |
| Participant deferral / active EE | $4,634 | $5,948-22.1% | $5,198-10.8% | $5,850-20.8% |
| Admin fee / account holder | $4,180 | $17,109-75.6% | $13,954-70.0% | $11,596-64.0% |