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 | $57,015 | $202,318-71.8% | $172,739-67.0% | $152,861-62.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.70% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,316 | $5,856-77.5% | $5,143-74.4% | $4,762-72.4% |
| Participant deferral / active EE | $3,512 | $5,948-41.0% | $5,198-32.4% | $5,850-40.0% |
| Admin fee / account holder | $111,401 | $17,109+551.1% | $13,954+698.3% | $11,596+860.6% |