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 | $134,839 | $202,318-33.4% | $172,739-21.9% | $152,861-11.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.65% | 1029.65%-1015.0pp | 802.84%-788.2pp | 345.32%-330.7pp |
| Employer contribution / active EE | $10,151 | $5,856+73.4% | $5,143+97.4% | $4,762+113.2% |
| Participant deferral / active EE | $5,295 | $5,948-11.0% | $5,198+1.9% | $5,850-9.5% |
| Admin fee / account holder | $16,597 | $17,109-3.0% | $13,954+18.9% | $11,596+43.1% |