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 | $77,165 | $202,318-61.9% | $172,739-55.3% | $152,861-49.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.21% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,922 | $5,856-50.1% | $5,143-43.2% | $4,762-38.6% |
| Participant deferral / active EE | $9,192 | $5,948+54.5% | $5,198+76.8% | $5,850+57.1% |
| Admin fee / account holder | $3,281 | $17,109-80.8% | $13,954-76.5% | $11,596-71.7% |