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 | $81,080 | $202,318-59.9% | $172,739-53.1% | $152,861-47.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.31% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,703 | $5,856-53.8% | $5,143-47.4% | $4,762-43.2% |
| Participant deferral / active EE | $4,922 | $5,948-17.2% | $5,198-5.3% | $5,850-15.9% |
| Admin fee / account holder | $422 | $17,109-97.5% | $13,954-97.0% | $11,596-96.4% |