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 | $125,449 | $97,757+28.3% | $83,848+49.6% | $135,375-7.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.05% | 1287.37%-1282.3pp | 850.88%-845.8pp | 519.73%-514.7pp |
| Employer contribution / active EE | $2,061 | $4,222-51.2% | $3,631-43.2% | $4,779-56.9% |
| Participant deferral / active EE | $2,942 | $4,682-37.2% | $4,082-27.9% | $5,609-47.6% |
| Admin fee / account holder | $1,646 | $6,674-75.3% | $5,478-69.9% | $10,827-84.8% |