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 | $148,923 | $202,318-26.4% | $172,739-13.8% | $152,861-2.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.52% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,133 | $5,856-63.6% | $5,143-58.5% | $4,762-55.2% |
| Participant deferral / active EE | $6,742 | $5,948+13.3% | $5,198+29.7% | $5,850+15.2% |
| Admin fee / account holder | $74,657 | $17,109+336.4% | $13,954+435.0% | $11,596+543.8% |