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 | $40,350 | $202,318-80.1% | $172,739-76.6% | $152,861-73.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.70% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $7,928 | $5,856+35.4% | $5,143+54.1% | $4,762+66.5% |
| Participant deferral / active EE | $5,026 | $5,948-15.5% | $5,198-3.3% | $5,850-14.1% |
| Admin fee / account holder | $306 | $17,109-98.2% | $13,954-97.8% | $11,596-97.4% |