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 | $46,268 | $202,318-77.1% | $172,739-73.2% | $152,861-69.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.17% | 1029.65%-1001.5pp | 802.84%-774.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,265 | $5,856-61.3% | $5,143-56.0% | $4,762-52.4% |
| Participant deferral / active EE | $6,700 | $5,948+12.6% | $5,198+28.9% | $5,850+14.5% |
| Admin fee / account holder | $307 | $17,109-98.2% | $13,954-97.8% | $11,596-97.4% |