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 | $123,766 | $202,318-38.8% | $172,739-28.4% | $152,861-19.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.79% | 1029.65%-1015.9pp | 802.84%-789.1pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,673 | $5,856-54.4% | $5,143-48.0% | $4,762-43.9% |
| Participant deferral / active EE | $3,628 | $5,948-39.0% | $5,198-30.2% | $5,850-38.0% |
| Admin fee / account holder | $181,616 | $17,109+961.5% | $13,954+1201.5% | $11,596+1466.1% |