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 | $132,569 | $202,318-34.5% | $172,739-23.3% | $152,861-13.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.68% | 1029.65%-1003.0pp | 802.84%-776.2pp | 345.32%-318.6pp |
| Employer contribution / active EE | $6,677 | $5,856+14.0% | $5,143+29.8% | $4,762+40.2% |
| Participant deferral / active EE | $5,408 | $5,948-9.1% | $5,198+4.1% | $5,850-7.6% |
| Admin fee / account holder | $1,461 | $17,109-91.5% | $13,954-89.5% | $11,596-87.4% |