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 | $144,513 | $124,185+16.4% | $108,410+33.3% | $167,490-13.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.89% | 1379.64%-1365.7pp | 905.27%-891.4pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,911 | $4,187-54.4% | $3,558-46.3% | $4,837-60.5% |
| Participant deferral / active EE | $5,369 | $6,908-22.3% | $6,563-18.2% | $6,341-15.3% |
| Admin fee / account holder | $78,942 | $9,455+734.9% | $7,295+982.1% | $12,309+541.3% |