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 | $147,952 | $202,318-26.9% | $172,739-14.3% | $152,861-3.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.95% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,928 | $5,856-67.1% | $5,143-62.5% | $4,762-59.5% |
| Participant deferral / active EE | $2,926 | $5,948-50.8% | $5,198-43.7% | $5,850-50.0% |
| Admin fee / account holder | $1,102 | $17,109-93.6% | $13,954-92.1% | $11,596-90.5% |