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 | $101,722 | $202,318-49.7% | $172,739-41.1% | $152,861-33.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.06% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,305 | $5,856-9.4% | $5,143+3.1% | $4,762+11.4% |
| Participant deferral / active EE | $3,713 | $5,948-37.6% | $5,198-28.6% | $5,850-36.5% |
| Admin fee / account holder | $1,411 | $17,109-91.8% | $13,954-89.9% | $11,596-87.8% |