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 | $73,339 | $202,318-63.8% | $172,739-57.5% | $152,861-52.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.73% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $4,323 | $5,856-26.2% | $5,143-15.9% | $4,762-9.2% |
| Participant deferral / active EE | $5,576 | $5,948-6.3% | $5,198+7.3% | $5,850-4.7% |
| Admin fee / account holder | $4,544 | $17,109-73.4% | $13,954-67.4% | $11,596-60.8% |