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 | $32,767 | $202,318-83.8% | $172,739-81.0% | $152,861-78.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.27% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,788 | $5,856-52.4% | $5,143-45.8% | $4,762-41.5% |
| Participant deferral / active EE | $7,200 | $5,948+21.0% | $5,198+38.5% | $5,850+23.1% |
| Admin fee / account holder | $2,938 | $17,109-82.8% | $13,954-78.9% | $11,596-74.7% |