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 | $32,171 | $202,318-84.1% | $172,739-81.4% | $152,861-79.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.53% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $9,995 | $5,856+70.7% | $5,143+94.4% | $4,762+109.9% |
| Participant deferral / active EE | $5,754 | $5,948-3.3% | $5,198+10.7% | $5,850-1.6% |
| Admin fee / account holder | $2,467 | $17,109-85.6% | $13,954-82.3% | $11,596-78.7% |