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 | $89,568 | $202,318-55.7% | $172,739-48.1% | $152,861-41.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 38.87% | 1029.65%-990.8pp | 802.84%-764.0pp | 345.32%-306.4pp |
| Employer contribution / active EE | $4,953 | $5,856-15.4% | $5,143-3.7% | $4,762+4.0% |
| Participant deferral / active EE | $6,742 | $5,948+13.3% | $5,198+29.7% | $5,850+15.2% |
| Admin fee / account holder | $22,232 | $17,109+29.9% | $13,954+59.3% | $11,596+91.7% |