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 | $65,958 | $202,318-67.4% | $172,739-61.8% | $152,861-56.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.00% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,700 | $5,856-36.8% | $5,143-28.1% | $4,762-22.3% |
| Participant deferral / active EE | $5,932 | $5,948-0.3% | $5,198+14.1% | $5,850+1.4% |
| Admin fee / account holder | $6,076 | $17,109-64.5% | $13,954-56.5% | $11,596-47.6% |