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 | $61,522 | $202,318-69.6% | $172,739-64.4% | $152,861-59.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.81% | 1029.65%-1016.8pp | 802.84%-790.0pp | 345.32%-332.5pp |
| Employer contribution / active EE | $2,867 | $5,856-51.0% | $5,143-44.2% | $4,762-39.8% |
| Participant deferral / active EE | $16,694 | $5,948+180.7% | $5,198+221.2% | $5,850+185.4% |
| Admin fee / account holder | $9,443 | $17,109-44.8% | $13,954-32.3% | $11,596-18.6% |