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 | $71,750 | $202,318-64.5% | $172,739-58.5% | $152,861-53.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.81% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,993 | $5,856-48.9% | $5,143-41.8% | $4,762-37.2% |
| Participant deferral / active EE | $2,789 | $5,948-53.1% | $5,198-46.3% | $5,850-52.3% |
| Admin fee / account holder | $888 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |