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 | $123,779 | $202,318-38.8% | $172,739-28.3% | $152,861-19.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.19% | 1029.65%-1013.5pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $5,035 | $5,856-14.0% | $5,143-2.1% | $4,762+5.7% |
| Participant deferral / active EE | $12,800 | $5,948+115.2% | $5,198+146.3% | $5,850+118.8% |
| Admin fee / account holder | $3,790 | $17,109-77.8% | $13,954-72.8% | $11,596-67.3% |