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 | $57,039 | $202,318-71.8% | $172,739-67.0% | $152,861-62.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.19% | 1029.65%-1013.5pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,243 | $5,856-78.8% | $5,143-75.8% | $4,762-73.9% |
| Participant deferral / active EE | $3,188 | $5,948-46.4% | $5,198-38.7% | $5,850-45.5% |
| Admin fee / account holder | $4,207 | $17,109-75.4% | $13,954-69.9% | $11,596-63.7% |