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 | $77,492 | $202,318-61.7% | $172,739-55.1% | $152,861-49.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.33% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,168 | $5,856-63.0% | $5,143-57.9% | $4,762-54.5% |
| Participant deferral / active EE | $5,292 | $5,948-11.0% | $5,198+1.8% | $5,850-9.5% |
| Admin fee / account holder | $1,022 | $17,109-94.0% | $13,954-92.7% | $11,596-91.2% |