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 | $31,086 | $202,318-84.6% | $172,739-82.0% | $152,861-79.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.08% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,734 | $5,856-70.4% | $5,143-66.3% | $4,762-63.6% |
| Participant deferral / active EE | $6,206 | $5,948+4.3% | $5,198+19.4% | $5,850+6.1% |
| Admin fee / account holder | $834 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |