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 | $46,689 | $202,318-76.9% | $172,739-73.0% | $152,861-69.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.47% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,129 | $5,856-63.6% | $5,143-58.6% | $4,762-55.3% |
| Participant deferral / active EE | $3,842 | $5,948-35.4% | $5,198-26.1% | $5,850-34.3% |
| Admin fee / account holder | $4,056 | $17,109-76.3% | $13,954-70.9% | $11,596-65.0% |