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 | $112,130 | $97,757+14.7% | $83,848+33.7% | $135,375-17.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.49% | 1287.37%-1281.9pp | 850.88%-845.4pp | 519.73%-514.2pp |
| Employer contribution / active EE | $2,301 | $4,222-45.5% | $3,631-36.6% | $4,779-51.9% |
| Participant deferral / active EE | $2,127 | $4,682-54.6% | $4,082-47.9% | $5,609-62.1% |
| Admin fee / account holder | $6,809 | $6,674+2.0% | $5,478+24.3% | $10,827-37.1% |