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 | $107,140 | $202,318-47.0% | $172,739-38.0% | $152,861-29.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.91% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $6,916 | $5,856+18.1% | $5,143+34.5% | $4,762+45.2% |
| Participant deferral / active EE | $7,125 | $5,948+19.8% | $5,198+37.1% | $5,850+21.8% |
| Admin fee / account holder | $16,430 | $17,109-4.0% | $13,954+17.7% | $11,596+41.7% |