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 | $56,907 | $202,318-71.9% | $172,739-67.1% | $152,861-62.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.84% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,019 | $5,856-65.5% | $5,143-60.7% | $4,762-57.6% |
| Participant deferral / active EE | $7,680 | $5,948+29.1% | $5,198+47.8% | $5,850+31.3% |
| Admin fee / account holder | $1,748 | $17,109-89.8% | $13,954-87.5% | $11,596-84.9% |