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 | $55,099 | $202,318-72.8% | $172,739-68.1% | $152,861-64.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.83% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,850 | $5,856-17.2% | $5,143-5.7% | $4,762+1.8% |
| Participant deferral / active EE | $10,344 | $5,948+73.9% | $5,198+99.0% | $5,850+76.8% |
| Admin fee / account holder | $2,801 | $17,109-83.6% | $13,954-79.9% | $11,596-75.8% |