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 | $99,748 | $202,318-50.7% | $172,739-42.3% | $152,861-34.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.33% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,934 | $5,856-49.9% | $5,143-42.9% | $4,762-38.4% |
| Participant deferral / active EE | $5,035 | $5,948-15.4% | $5,198-3.1% | $5,850-13.9% |
| Admin fee / account holder | $379 | $17,109-97.8% | $13,954-97.3% | $11,596-96.7% |