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 | $46,818 | $202,318-76.9% | $172,739-72.9% | $152,861-69.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.08% | 1029.65%-1016.6pp | 802.84%-789.8pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,305 | $5,856-77.7% | $5,143-74.6% | $4,762-72.6% |
| Participant deferral / active EE | $7,655 | $5,948+28.7% | $5,198+47.3% | $5,850+30.8% |
| Admin fee / account holder | $9,719 | $17,109-43.2% | $13,954-30.3% | $11,596-16.2% |