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 | $63,299 | $202,318-68.7% | $172,739-63.4% | $152,861-58.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.17% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.1pp |
| Employer contribution / active EE | $5,962 | $5,856+1.8% | $5,143+15.9% | $4,762+25.2% |
| Participant deferral / active EE | $6,514 | $5,948+9.5% | $5,198+25.3% | $5,850+11.3% |
| Admin fee / account holder | $15,218 | $17,109-11.1% | $13,954+9.1% | $11,596+31.2% |