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 | $76,310 | $202,318-62.3% | $172,739-55.8% | $152,861-50.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.09% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.2pp |
| Employer contribution / active EE | $9,231 | $5,856+57.6% | $5,143+79.5% | $4,762+93.8% |
| Participant deferral / active EE | $5,726 | $5,948-3.7% | $5,198+10.2% | $5,850-2.1% |
| Admin fee / account holder | $428 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |