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 | $62,885 | $202,318-68.9% | $172,739-63.6% | $152,861-58.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.12% | 1029.65%-1016.5pp | 802.84%-789.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,593 | $5,856-55.7% | $5,143-49.6% | $4,762-45.6% |
| Participant deferral / active EE | $5,747 | $5,948-3.4% | $5,198+10.6% | $5,850-1.8% |
| Admin fee / account holder | $975 | $17,109-94.3% | $13,954-93.0% | $11,596-91.6% |