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 | $45,129 | $202,318-77.7% | $172,739-73.9% | $152,861-70.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.36% | 1029.65%-1016.3pp | 802.84%-789.5pp | 345.32%-332.0pp |
| Employer contribution / active EE | $8,826 | $5,856+50.7% | $5,143+71.6% | $4,762+85.3% |
| Participant deferral / active EE | $8,419 | $5,948+41.5% | $5,198+62.0% | $5,850+43.9% |
| Admin fee / account holder | $1,196 | $17,109-93.0% | $13,954-91.4% | $11,596-89.7% |