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 | $76,141 | $202,318-62.4% | $172,739-55.9% | $152,861-50.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.99% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,989 | $5,856-49.0% | $5,143-41.9% | $4,762-37.2% |
| Participant deferral / active EE | $5,841 | $5,948-1.8% | $5,198+12.4% | $5,850-0.2% |
| Admin fee / account holder | $11,625 | $17,109-32.1% | $13,954-16.7% | $11,596+0.2% |