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 | $64,020 | $202,318-68.4% | $172,739-62.9% | $152,861-58.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.06% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,001 | $5,856-65.8% | $5,143-61.1% | $4,762-58.0% |
| Participant deferral / active EE | $6,414 | $5,948+7.8% | $5,198+23.4% | $5,850+9.6% |
| Admin fee / account holder | $2,621 | $17,109-84.7% | $13,954-81.2% | $11,596-77.4% |