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 | $91,716 | $202,318-54.7% | $172,739-46.9% | $152,861-40.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.52% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,877 | $5,856-50.9% | $5,143-44.1% | $4,762-39.6% |
| Participant deferral / active EE | $5,208 | $5,948-12.4% | $5,198+0.2% | $5,850-11.0% |
| Admin fee / account holder | $450 | $17,109-97.4% | $13,954-96.8% | $11,596-96.1% |