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 | $46,954 | $202,318-76.8% | $172,739-72.8% | $152,861-69.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.22% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,405 | $5,856-58.9% | $5,143-53.2% | $4,762-49.5% |
| Participant deferral / active EE | $3,588 | $5,948-39.7% | $5,198-31.0% | $5,850-38.7% |
| Admin fee / account holder | $13,690 | $17,109-20.0% | $13,954-1.9% | $11,596+18.1% |