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 | $123,892 | $202,318-38.8% | $172,739-28.3% | $152,861-19.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.17% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,797 | $5,856-52.2% | $5,143-45.6% | $4,762-41.3% |
| Participant deferral / active EE | $7,871 | $5,948+32.3% | $5,198+51.4% | $5,850+34.6% |
| Admin fee / account holder | $20,309 | $17,109+18.7% | $13,954+45.5% | $11,596+75.1% |