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 | $133,386 | $202,318-34.1% | $172,739-22.8% | $152,861-12.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.10% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,549 | $5,856-39.4% | $5,143-31.0% | $4,762-25.5% |
| Participant deferral / active EE | $5,793 | $5,948-2.6% | $5,198+11.5% | $5,850-1.0% |
| Admin fee / account holder | $2,132 | $17,109-87.5% | $13,954-84.7% | $11,596-81.6% |