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 | $130,508 | $202,318-35.5% | $172,739-24.4% | $152,861-14.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 20.05% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,840 | $5,856-17.4% | $5,143-5.9% | $4,762+1.6% |
| Participant deferral / active EE | $5,447 | $5,948-8.4% | $5,198+4.8% | $5,850-6.9% |
| Admin fee / account holder | $57,053 | $17,109+233.5% | $13,954+308.9% | $11,596+392.0% |