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 | $97,530 | $202,318-51.8% | $172,739-43.5% | $152,861-36.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.86% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,170 | $5,856-28.8% | $5,143-18.9% | $4,762-12.4% |
| Participant deferral / active EE | $4,318 | $5,948-27.4% | $5,198-16.9% | $5,850-26.2% |
| Admin fee / account holder | $1,224 | $17,109-92.8% | $13,954-91.2% | $11,596-89.4% |