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 | $63,413 | $202,318-68.7% | $172,739-63.3% | $152,861-58.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.67% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,820 | $5,856-34.8% | $5,143-25.7% | $4,762-19.8% |
| Participant deferral / active EE | $4,208 | $5,948-29.2% | $5,198-19.0% | $5,850-28.1% |
| Admin fee / account holder | $456 | $17,109-97.3% | $13,954-96.7% | $11,596-96.1% |