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 | $128,294 | $202,318-36.6% | $172,739-25.7% | $152,861-16.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.88% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,589 | $5,856-55.8% | $5,143-49.7% | $4,762-45.6% |
| Participant deferral / active EE | $5,144 | $5,948-13.5% | $5,198-1.0% | $5,850-12.1% |
| Admin fee / account holder | $1,902 | $17,109-88.9% | $13,954-86.4% | $11,596-83.6% |