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 | $43,838 | $202,318-78.3% | $172,739-74.6% | $152,861-71.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.97% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,839 | $5,856-68.6% | $5,143-64.2% | $4,762-61.4% |
| Participant deferral / active EE | $3,717 | $5,948-37.5% | $5,198-28.5% | $5,850-36.5% |
| Admin fee / account holder | $605 | $17,109-96.5% | $13,954-95.7% | $11,596-94.8% |