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 | $57,598 | $190,805-69.8% | $159,960-64.0% | $134,475-57.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.81% | 552.23%-551.4pp | 408.60%-407.8pp | 417.96%-417.2pp |
| Employer contribution / active EE | $9,616 | $4,995+92.5% | $4,226+127.6% | $4,740+102.9% |
| Participant deferral / active EE | $12,370 | $6,923+78.7% | $6,182+100.1% | $6,400+93.3% |
| Admin fee / account holder | $66,068 | $10,471+530.9% | $8,698+659.6% | $11,426+478.2% |