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 6-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 | $38,854 | $202,318-80.8% | $172,739-77.5% | $152,861-74.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.69% | 1029.65%-1014.0pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,580 | $5,856-55.9% | $5,143-49.8% | $4,762-45.8% |
| Participant deferral / active EE | $6,751 | $5,948+13.5% | $5,198+29.9% | $5,850+15.4% |
| Admin fee / account holder | $16,758 | $17,109-2.1% | $13,954+20.1% | $11,596+44.5% |