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 | $51,050 | $202,318-74.8% | $172,739-70.4% | $152,861-66.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.19% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,556 | $5,856-56.3% | $5,143-50.3% | $4,762-46.3% |
| Participant deferral / active EE | $4,989 | $5,948-16.1% | $5,198-4.0% | $5,850-14.7% |
| Admin fee / account holder | $3,644 | $17,109-78.7% | $13,954-73.9% | $11,596-68.6% |