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 | $108,054 | $202,318-46.6% | $172,739-37.4% | $152,861-29.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.47% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $7,767 | $5,856+32.6% | $5,143+51.0% | $4,762+63.1% |
| Participant deferral / active EE | $9,555 | $5,948+60.6% | $5,198+83.8% | $5,850+63.3% |
| Admin fee / account holder | $9,413 | $17,109-45.0% | $13,954-32.5% | $11,596-18.8% |