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 | $68,069 | $202,318-66.4% | $172,739-60.6% | $152,861-55.5% |
| 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 | $7,263 | $5,856+24.0% | $5,143+41.2% | $4,762+52.5% |
| Participant deferral / active EE | $6,267 | $5,948+5.4% | $5,198+20.6% | $5,850+7.1% |
| Admin fee / account holder | $762 | $17,109-95.5% | $13,954-94.5% | $11,596-93.4% |