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 | $90,960 | $202,318-55.0% | $172,739-47.3% | $152,861-40.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.02% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $5,370 | $5,856-8.3% | $5,143+4.4% | $4,762+12.8% |
| Participant deferral / active EE | $8,072 | $5,948+35.7% | $5,198+55.3% | $5,850+38.0% |
| Admin fee / account holder | $1,638 | $17,109-90.4% | $13,954-88.3% | $11,596-85.9% |