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 | $142,736 | $202,318-29.4% | $172,739-17.4% | $152,861-6.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.47% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,944 | $5,856-49.7% | $5,143-42.8% | $4,762-38.2% |
| Participant deferral / active EE | $7,516 | $5,948+26.4% | $5,198+44.6% | $5,850+28.5% |
| Admin fee / account holder | $1,563 | $17,109-90.9% | $13,954-88.8% | $11,596-86.5% |