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 | $126,166 | $202,318-37.6% | $172,739-27.0% | $152,861-17.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.16% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,747 | $5,856-53.1% | $5,143-46.6% | $4,762-42.3% |
| Participant deferral / active EE | $4,651 | $5,948-21.8% | $5,198-10.5% | $5,850-20.5% |
| Admin fee / account holder | $897 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |