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 | $57,647 | $202,318-71.5% | $172,739-66.6% | $152,861-62.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.46% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $5,272 | $5,856-10.0% | $5,143+2.5% | $4,762+10.7% |
| Participant deferral / active EE | $6,139 | $5,948+3.2% | $5,198+18.1% | $5,850+4.9% |
| Admin fee / account holder | $3,663 | $17,109-78.6% | $13,954-73.7% | $11,596-68.4% |