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 | $50,812 | $202,318-74.9% | $172,739-70.6% | $152,861-66.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.00% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,327 | $5,856-77.3% | $5,143-74.2% | $4,762-72.1% |
| Participant deferral / active EE | $3,564 | $5,948-40.1% | $5,198-31.4% | $5,850-39.1% |
| Admin fee / account holder | $25,242 | $17,109+47.5% | $13,954+80.9% | $11,596+117.7% |