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 | $71,113 | $202,318-64.9% | $172,739-58.8% | $152,861-53.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.24% | 1029.65%-1014.4pp | 802.84%-787.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,490 | $5,856-40.4% | $5,143-32.1% | $4,762-26.7% |
| Participant deferral / active EE | $3,325 | $5,948-44.1% | $5,198-36.0% | $5,850-43.2% |
| Admin fee / account holder | $7,146 | $17,109-58.2% | $13,954-48.8% | $11,596-38.4% |