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 | $119,811 | $202,318-40.8% | $172,739-30.6% | $152,861-21.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.46% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $6,225 | $5,856+6.3% | $5,143+21.0% | $4,762+30.7% |
| Participant deferral / active EE | $5,459 | $5,948-8.2% | $5,198+5.0% | $5,850-6.7% |
| Admin fee / account holder | $1,938 | $17,109-88.7% | $13,954-86.1% | $11,596-83.3% |