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 | $51,883 | $202,318-74.4% | $172,739-70.0% | $152,861-66.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.22% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,241 | $5,856-44.6% | $5,143-37.0% | $4,762-31.9% |
| Participant deferral / active EE | $11,706 | $5,948+96.8% | $5,198+125.2% | $5,850+100.1% |
| Admin fee / account holder | $5,651 | $17,109-67.0% | $13,954-59.5% | $11,596-51.3% |