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 | $151,662 | $202,318-25.0% | $172,739-12.2% | $152,861-0.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.09% | 1029.65%-1013.6pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $7,375 | $5,856+25.9% | $5,143+43.4% | $4,762+54.9% |
| Participant deferral / active EE | $8,384 | $5,948+40.9% | $5,198+61.3% | $5,850+43.3% |
| Admin fee / account holder | $1,277 | $17,109-92.5% | $13,954-90.8% | $11,596-89.0% |