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 | $64,408 | $202,318-68.2% | $172,739-62.7% | $152,861-57.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.09% | 1029.65%-1004.6pp | 802.84%-777.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $6,348 | $5,856+8.4% | $5,143+23.4% | $4,762+33.3% |
| Participant deferral / active EE | $9,575 | $5,948+61.0% | $5,198+84.2% | $5,850+63.7% |
| Admin fee / account holder | $2,791 | $17,109-83.7% | $13,954-80.0% | $11,596-75.9% |