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 4-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 | $49,191 | $202,318-75.7% | $172,739-71.5% | $152,861-67.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.88% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $4,810 | $5,856-17.9% | $5,143-6.5% | $4,762+1.0% |
| Participant deferral / active EE | $7,153 | $5,948+20.3% | $5,198+37.6% | $5,850+22.3% |
| Admin fee / account holder | $1,619 | $17,109-90.5% | $13,954-88.4% | $11,596-86.0% |