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 | $118,381 | $202,318-41.5% | $172,739-31.5% | $152,861-22.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.47% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.8pp |
| Employer contribution / active EE | $4,994 | $5,856-14.7% | $5,143-2.9% | $4,762+4.9% |
| Participant deferral / active EE | $4,669 | $5,948-21.5% | $5,198-10.2% | $5,850-20.2% |
| Admin fee / account holder | $15,827 | $17,109-7.5% | $13,954+13.4% | $11,596+36.5% |