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 | $133,912 | $202,318-33.8% | $172,739-22.5% | $152,861-12.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.30% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,486 | $5,856-57.5% | $5,143-51.7% | $4,762-47.8% |
| Participant deferral / active EE | $7,236 | $5,948+21.6% | $5,198+39.2% | $5,850+23.7% |
| Admin fee / account holder | $7,474 | $17,109-56.3% | $13,954-46.4% | $11,596-35.5% |