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 | $60,665 | $202,318-70.0% | $172,739-64.9% | $152,861-60.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.53% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,598 | $5,856-55.6% | $5,143-49.5% | $4,762-45.4% |
| Participant deferral / active EE | $4,526 | $5,948-23.9% | $5,198-12.9% | $5,850-22.6% |
| Admin fee / account holder | $626 | $17,109-96.3% | $13,954-95.5% | $11,596-94.6% |