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 | $118,006 | $202,318-41.7% | $172,739-31.7% | $152,861-22.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.37% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-327.9pp |
| Employer contribution / active EE | $6,460 | $5,856+10.3% | $5,143+25.6% | $4,762+35.7% |
| Participant deferral / active EE | $5,697 | $5,948-4.2% | $5,198+9.6% | $5,850-2.6% |
| Admin fee / account holder | $2,026 | $17,109-88.2% | $13,954-85.5% | $11,596-82.5% |