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 | $54,858 | $202,318-72.9% | $172,739-68.2% | $152,861-64.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.41% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,383 | $5,856-25.2% | $5,143-14.8% | $4,762-8.0% |
| Participant deferral / active EE | $5,036 | $5,948-15.3% | $5,198-3.1% | $5,850-13.9% |
| Admin fee / account holder | $405 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |