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 | $70,053 | $202,318-65.4% | $172,739-59.4% | $152,861-54.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.43% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,432 | $5,856-58.5% | $5,143-52.7% | $4,762-48.9% |
| Participant deferral / active EE | $3,988 | $5,948-32.9% | $5,198-23.3% | $5,850-31.8% |
| Admin fee / account holder | $969 | $17,109-94.3% | $13,954-93.1% | $11,596-91.6% |