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 | $31,122 | $202,318-84.6% | $172,739-82.0% | $152,861-79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 32.57% | 1029.65%-997.1pp | 802.84%-770.3pp | 345.32%-312.7pp |
| Employer contribution / active EE | $2,600 | $5,856-55.6% | $5,143-49.5% | $4,762-45.4% |
| Participant deferral / active EE | $4,322 | $5,948-27.3% | $5,198-16.8% | $5,850-26.1% |
| Admin fee / account holder | $708 | $17,109-95.9% | $13,954-94.9% | $11,596-93.9% |