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 | $38,941 | $202,318-80.8% | $172,739-77.5% | $152,861-74.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.46% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $6,899 | $5,856+17.8% | $5,143+34.2% | $4,762+44.9% |
| Participant deferral / active EE | $7,164 | $5,948+20.5% | $5,198+37.8% | $5,850+22.5% |
| Admin fee / account holder | $359 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |