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 | $65,021 | $202,318-67.9% | $172,739-62.4% | $152,861-57.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.07% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.2pp |
| Employer contribution / active EE | $4,431 | $5,856-24.3% | $5,143-13.8% | $4,762-6.9% |
| Participant deferral / active EE | $6,886 | $5,948+15.8% | $5,198+32.5% | $5,850+17.7% |
| Admin fee / account holder | $2,825 | $17,109-83.5% | $13,954-79.8% | $11,596-75.6% |