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 | $95,604 | $202,318-52.7% | $172,739-44.7% | $152,861-37.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.40% | 1029.65%-1012.3pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,399 | $5,856-59.0% | $5,143-53.4% | $4,762-49.6% |
| Participant deferral / active EE | $2,619 | $5,948-56.0% | $5,198-49.6% | $5,850-55.2% |
| Admin fee / account holder | $6,605 | $17,109-61.4% | $13,954-52.7% | $11,596-43.0% |