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 | $137,925 | $202,318-31.8% | $172,739-20.2% | $152,861-9.8% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 20.48% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,891 | $5,856+0.6% | $5,143+14.6% | $4,762+23.7% |
| Participant deferral / active EE | $3,750 | $5,948-36.9% | $5,198-27.8% | $5,850-35.9% |
| Admin fee / account holder | $1,519 | $17,109-91.1% | $13,954-89.1% | $11,596-86.9% |