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 | $52,288 | $180,449-71.0% | $154,107-66.1% | $135,375-61.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 20.59% | 888.09%-867.5pp | 735.12%-714.5pp | 519.73%-499.1pp |
| Employer contribution / active EE | $1,307 | $6,035-78.3% | $5,298-75.3% | $4,779-72.6% |
| Participant deferral / active EE | $5,720 | $5,806-1.5% | $5,081+12.6% | $5,609+2.0% |
| Admin fee / account holder | $1,121 | $16,143-93.1% | $13,411-91.6% | $10,827-89.6% |