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 | $66,546 | $202,318-67.1% | $172,739-61.5% | $152,861-56.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.56% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,759 | $5,856-70.0% | $5,143-65.8% | $4,762-63.1% |
| Participant deferral / active EE | $5,348 | $5,948-10.1% | $5,198+2.9% | $5,850-8.6% |
| Admin fee / account holder | $3,833 | $17,109-77.6% | $13,954-72.5% | $11,596-66.9% |