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 | $34,257 | $202,318-83.1% | $172,739-80.2% | $152,861-77.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.17% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,126 | $5,856-29.5% | $5,143-19.8% | $4,762-13.4% |
| Participant deferral / active EE | $5,608 | $5,948-5.7% | $5,198+7.9% | $5,850-4.1% |
| Admin fee / account holder | $8,768 | $17,109-48.7% | $13,954-37.2% | $11,596-24.4% |