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 | $141,970 | $202,318-29.8% | $172,739-17.8% | $152,861-7.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.22% | 1029.65%-1014.4pp | 802.84%-787.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $5,845 | $5,856-0.2% | $5,143+13.7% | $4,762+22.7% |
| Participant deferral / active EE | $5,777 | $5,948-2.9% | $5,198+11.2% | $5,850-1.2% |
| Admin fee / account holder | $20,185 | $17,109+18.0% | $13,954+44.7% | $11,596+74.1% |