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 | $39,964 | $202,318-80.2% | $172,739-76.9% | $152,861-73.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.06% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,462 | $5,856-75.0% | $5,143-71.6% | $4,762-69.3% |
| Participant deferral / active EE | $3,928 | $5,948-34.0% | $5,198-24.4% | $5,850-32.9% |
| Admin fee / account holder | $1,093 | $17,109-93.6% | $13,954-92.2% | $11,596-90.6% |