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 | $77,358 | $202,318-61.8% | $172,739-55.2% | $152,861-49.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.95% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $6,290 | $5,856+7.4% | $5,143+22.3% | $4,762+32.1% |
| Participant deferral / active EE | $3,890 | $5,948-34.6% | $5,198-25.2% | $5,850-33.5% |
| Admin fee / account holder | $43,757 | $17,109+155.8% | $13,954+213.6% | $11,596+277.3% |