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 8-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 | $44,169 | $202,318-78.2% | $172,739-74.4% | $152,861-71.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.26% | 1029.65%-1015.4pp | 802.84%-788.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,446 | $5,856-75.3% | $5,143-71.9% | $4,762-69.6% |
| Participant deferral / active EE | $4,894 | $5,948-17.7% | $5,198-5.8% | $5,850-16.3% |
| Admin fee / account holder | $888 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |