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 | $99,688 | $183,963-45.8% | $162,163-38.5% | $152,861-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 61.69% | 150.76%-89.1pp | 115.59%-53.9pp | 345.32%-283.6pp |
| Employer contribution / active EE | $2,179 | $6,371-65.8% | $5,614-61.2% | $4,762-54.2% |
| Participant deferral / active EE | $5,203 | $8,034-35.2% | $7,298-28.7% | $5,850-11.1% |
| Admin fee / account holder | $511 | $13,121-96.1% | $10,843-95.3% | $11,596-95.6% |