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 | $55,357 | $217,402-74.5% | $185,823-70.2% | $167,490-66.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.64% | 148.36%-124.7pp | 122.05%-98.4pp | 478.56%-454.9pp |
| Employer contribution / active EE | $3,126 | $5,873-46.8% | $5,167-39.5% | $4,837-35.4% |
| Participant deferral / active EE | $10,925 | $6,356+71.9% | $5,568+96.2% | $6,341+72.3% |
| Admin fee / account holder | $379 | $19,811-98.1% | $16,237-97.7% | $12,309-96.9% |