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 | $104,929 | $202,318-48.1% | $172,739-39.3% | $152,861-31.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.26% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $9,298 | $5,856+58.8% | $5,143+80.8% | $4,762+95.2% |
| Participant deferral / active EE | $11,534 | $5,948+93.9% | $5,198+121.9% | $5,850+97.2% |
| Admin fee / account holder | $30,682 | $17,109+79.3% | $13,954+119.9% | $11,596+164.6% |