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 | $86,514 | $202,318-57.2% | $172,739-49.9% | $152,861-43.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.27% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.0pp |
| Employer contribution / active EE | $6,440 | $5,856+10.0% | $5,143+25.2% | $4,762+35.2% |
| Participant deferral / active EE | $3,884 | $5,948-34.7% | $5,198-25.3% | $5,850-33.6% |
| Admin fee / account holder | $29,980 | $17,109+75.2% | $13,954+114.9% | $11,596+158.5% |