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 7-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 | $45,189 | $202,318-77.7% | $172,739-73.8% | $152,861-70.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.46% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,547 | $5,856-73.6% | $5,143-69.9% | $4,762-67.5% |
| Participant deferral / active EE | $4,870 | $5,948-18.1% | $5,198-6.3% | $5,850-16.7% |
| Admin fee / account holder | $426 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |