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 | $143,329 | $202,318-29.2% | $172,739-17.0% | $152,861-6.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.15% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $9,572 | $5,856+63.5% | $5,143+86.1% | $4,762+101.0% |
| Participant deferral / active EE | $3,355 | $5,948-43.6% | $5,198-35.4% | $5,850-42.6% |
| Admin fee / account holder | $7,445 | $17,109-56.5% | $13,954-46.6% | $11,596-35.8% |