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 | $45,278 | $202,318-77.6% | $172,739-73.8% | $152,861-70.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.57% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,429 | $5,856-24.4% | $5,143-13.9% | $4,762-7.0% |
| Participant deferral / active EE | $3,894 | $5,948-34.5% | $5,198-25.1% | $5,850-33.4% |
| Admin fee / account holder | $16,704 | $17,109-2.4% | $13,954+19.7% | $11,596+44.0% |