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 | $116,439 | $198,466-41.3% | $170,442-31.7% | $147,584-21.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.46% | 257.29%-234.8pp | 205.93%-183.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $9,390 | $6,184+51.9% | $5,433+72.8% | $4,876+92.6% |
| Participant deferral / active EE | $7,445 | $5,629+32.3% | $4,939+50.7% | $5,439+36.9% |
| Admin fee / account holder | $15,476 | $16,852-8.2% | $13,880+11.5% | $10,885+42.2% |