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 | $85,898 | $202,318-57.5% | $172,739-50.3% | $152,861-43.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.74% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,755 | $5,856-52.9% | $5,143-46.4% | $4,762-42.1% |
| Participant deferral / active EE | $6,760 | $5,948+13.7% | $5,198+30.1% | $5,850+15.6% |
| Admin fee / account holder | $534 | $17,109-96.9% | $13,954-96.2% | $11,596-95.4% |