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 | $76,584 | $202,318-62.1% | $172,739-55.7% | $152,861-49.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.79% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,343 | $5,856-42.9% | $5,143-35.0% | $4,762-29.8% |
| Participant deferral / active EE | $8,114 | $5,948+36.4% | $5,198+56.1% | $5,850+38.7% |
| Admin fee / account holder | $4,970 | $17,109-70.9% | $13,954-64.4% | $11,596-57.1% |