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 | $71,856 | $202,318-64.5% | $172,739-58.4% | $152,861-53.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.25% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $7,510 | $5,856+28.2% | $5,143+46.0% | $4,762+57.7% |
| Participant deferral / active EE | $5,006 | $5,948-15.8% | $5,198-3.7% | $5,850-14.4% |
| Admin fee / account holder | $3,615 | $17,109-78.9% | $13,954-74.1% | $11,596-68.8% |