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 | $47,247 | $202,318-76.6% | $172,739-72.6% | $152,861-69.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.42% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,981 | $5,856-66.2% | $5,143-61.5% | $4,762-58.4% |
| Participant deferral / active EE | $7,946 | $5,948+33.6% | $5,198+52.9% | $5,850+35.8% |
| Admin fee / account holder | $567 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |