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 | $72,155 | $202,318-64.3% | $172,739-58.2% | $152,861-52.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.24% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,895 | $5,856-50.6% | $5,143-43.7% | $4,762-39.2% |
| Participant deferral / active EE | $2,515 | $5,948-57.7% | $5,198-51.6% | $5,850-57.0% |
| Admin fee / account holder | $1,628 | $17,109-90.5% | $13,954-88.3% | $11,596-86.0% |