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 | $107,385 | $202,318-46.9% | $172,739-37.8% | $152,861-29.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.34% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,477 | $5,856-74.8% | $5,143-71.3% | $4,762-69.0% |
| Participant deferral / active EE | $6,611 | $5,948+11.1% | $5,198+27.2% | $5,850+13.0% |
| Admin fee / account holder | $352 | $17,109-97.9% | $13,954-97.5% | $11,596-97.0% |