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 | $86,414 | $202,318-57.3% | $172,739-50.0% | $152,861-43.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.62% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,592 | $5,856-72.8% | $5,143-69.1% | $4,762-66.6% |
| Participant deferral / active EE | $2,223 | $5,948-62.6% | $5,198-57.2% | $5,850-62.0% |
| Admin fee / account holder | $1,575 | $17,109-90.8% | $13,954-88.7% | $11,596-86.4% |