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 | $73,312 | $202,318-63.8% | $172,739-57.6% | $152,861-52.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.33% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $6,970 | $5,856+19.0% | $5,143+35.5% | $4,762+46.4% |
| Participant deferral / active EE | $8,426 | $5,948+41.7% | $5,198+62.1% | $5,850+44.0% |
| Admin fee / account holder | $3,233 | $17,109-81.1% | $13,954-76.8% | $11,596-72.1% |